June, 2020 // Posts published in June, 2020
CarMax Idea Proposal (KMX)
Will CarMax maintain its market leading position or has the COVID-19-related surge in use of ecommerce for used car sales fueled the competition? Report Available: July 30, 2020 Blueshift’s ongoing research found KMX and the used car market adjusting to the new normal of doing business during a pandemic. KMX’s Q1 was one of […]
Intuitive Surgical’s da Vinci Volumes Gaining, Market Dominance Secure (ISRG)
Research Question: How long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue? Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’ s industry-leading da Vinci system? Companies: GMED, ISRG, JNJ, MDT, SNN, TRXC, ZBH By: David Franklin Click here to download report (.pdf) […]
Tech Trends: The Money is in Data Knowledge as Data Storage Becomes Commodity
Research Question: What does the pandemic-driven explosion of global data from billions of always-on endpoints mean for data management, storage, and analytics? Companies: AKAM, AMZN, DDOG, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, SPLK By: John Harrington Click here to download report (.pdf) Key Findings There is so much data being created on the fly by […]
Ansys in Strong Spot to Benefit From 5G, Chips, and Car Design (ANSS)
Research Question: What type of growth rate can Ansys deliver over the next few years in the simulation software market? Companies: ADSK, ALTR, ANSS, CDNS, DASTY, EPA:ESI, ETR:SIE, PTC, STO:HEXA-B By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Ansys Inc. (ANSS) is in great position to expand sales of its […]
Collaterized Loan Obligation Idea Proposal
How much of a threat does the leveraged loan and collaterized loan obligation (CLO) market represent for the financial system? Report Available: July 9, 2020 Blueshift’s initial research found some financial experts and the financial press waving the warning flag regarding the leveraged loan and CLO market being under significant stress. Some experts fear […]
Chembio Will Benefit from High COVID-19 Antibody Testing Demand (CEMI)
Research Question: Will Chembio’s DPP COVID-19 system gain and sustain commercial success? How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? Companies: ABT, BIM.PA, CEMI, DGX, LH, RHHBY, TMO, 688298:SHA By: David Franklin Click here to download report (.pdf) Summary of Findings Chembio Diagnostics Inc.’s (CEMI) Dual Path Platform (DPP) COVID-19 […]
Oil Patch: Shallow Oil Well, Natural Gas Drilling Shows Some Promise
Research Question: With the oil price rebounding from recent lows and nearing the $40 level, which companies are likely to benefit first from incremental field activity? Companies: BAS, HP, PDS, PESXQ, PTEN, RNGR Click here to download report (.pdf) Highlights The drilling and/or workover of shallow, vertical oil wells in proven fields generally held […]
Atlassian Idea Proposal (TEAM)
Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Report Available: July 2, 2020 Blueshift’s ongoing research found TEAM thriving as businesses search for ways to make teams more productive and efficient. The company expects some headwinds from the coronavirus-fueled economic slowdown, but it is not clear whether demand […]
Intuitive Surgical Idea Proposal (ISRG)
Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? How long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue? Report Available: June 25, 2020 Blueshift’s ongoing research found the suspension of elective surgeries due to COVID-19 negatively impacting […]
Tech Trends: Hackers Training Security AI to Think They Are Good Guys
Research Question: With spending on IT security products at an all-time high, why are the numbers of successful hacks increasing at such an alarming rate? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) Key Findings Organized hacking groups of criminal gangs and […]
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