@KYHBKO@3Fs@SR050321@koolgal$Coupa Software Inc(COUP)$has potential as it has a leading business spending optimization software that can identify areas of spending inefficiency and create smart purchasing opportunities through connecting suppliers to business owners. It is also strong in inventory management and automation of purchasing orders to improve efficiency.
@KYHBKO@3Fs@SR050321@koolgal$科磊(KLAC)$has potential as it is the world leading semiconductor process control equipment manufacturer. As semiconductor manufacturing processes become increasingly complex, process control equipment demand increases as every single process needs to be monitored closely to ensure reasonable yield targets are met and no defective chips exist. This is particularly important as semiconductor chips are used in cars and medical equipment that have high safety requirements.
@KYHBKO@3Fs@SR050321@koolgal$美国网存(NTAP)$has potential as it is a leading hybrid cloud computing provider with strong data management capabilities. It has the ability to break down data silos to extract valuable information in data stored in various medium namely edge computing, core system and in the cloud. Many enterprises use NTAP software to perform machine learning and artificial intelligence functions to further enhance their workflows and gain customer insights.
@KYHBKO@3Fs@SR050321@koolgal$安捷伦科技(A)$has potential as it is a world leading communications, electronics, life science and chemical analysis giant with strong suite of intellectual properties. It is able to support customers whole product life cycle from research and development, manufacturing to software integration. This enables it to have a wholistic view of customers needs and provide excellent services.
@KYHBKO@3Fs@SR050321@koolgal$尚乘数科(HKD)$has potential, a comprehensive digital solutions provider, with unique strength in digital finance and insurance, well established digital entrepreneurs ecosystem that can tap on the expertise of leaders across the entire digital value chain, to identify opportunities that can have multiplier effects spearing innovations and breakthroughs with profound impact on the entire digital world.
@KYHBKO@3Fs@SR050321@koolgal$墨式烧烤(CMG)$has potential, a hugely popular fast casual restaurant serving healthy, customizable food inspired by Mexican heritage. Many outlets have drive through and pick up option which offers great convenience to customers plus higher profit margin. Rapid outlet expansion and strong pricing and brand power points to potential good times ahead.
@KYHBKO@3Fs@SR050321@koolgal$Wolfspeed Inc.(WOLF)$has potential as it is a world leading manufacturer of next generation NaN and silicon carbide chips suitable for use in electric vehicle batteries. Its vertically integrated manufacturing capabilities enables it to produce superior chips with low failure rates.
@KYHBKO@3Fs@SR050321@koolgal$Red Violet, Inc.(RDVT)$has potential, its huge data analytical capabilities can sieve through tons of data to perform background checks on people, companies and unsolicited calls, identify fraud, aid in debt collection and improve risk management. Its first mover advantage in these niche fields can make it an interesting acquisition target by larger companies that are eager to expand into adjacent areas of focus.
@KYHBKO@3Fs@SR050321@koolgal$阿莎娜(ASAN)$has potential as it is a leading project management software that promotes efficiency in business operations and collaborations. Its user friendly features are a delight for keeping track of project datelines, fostering creative brainstorming of ideas and solutions and generating problem solving techniques.
@KYHBKO@3Fs@SR050321@koolgal$Cloudflare, Inc.(NET)$has potential as it is a rapidly expanding cloud computing expert that specializes in internet security and speed of internet access. It also offers value added services that enables companies to host entire applications on Cloudflare thus reducing the cost of engaging a separate cloud platform provider. Cloudfare customers are loyal and often continue with their subscriptions as they see value in engaging Cloudflare's services.
@KYHBKO@3Fs@SR050321@koolgal$Yellow Corporation(YELL)$has potential as it is one of the most comprehensive logistics provider in North America with state of the art transport management system that offers customers flexible multi-nodal logistic solutions that are cost effective and efficient. Its latest quarterly operating income is the best in 15 years showing strong cost management capabilities and economies of scale in managing a large fleet.
@KYHBKO@3Fs@SR050321@koolgal$Etsy, Inc.(ETSY)$has potential as it has an attractive online marketplace that delights both buyers and sellers. Sellers are able to sell customizable handmade products in large numbers through Etsy which attracts even more sellers to join the Etsy platform. Buyers can easily find unique products on Etsy resulting in a large pool of loyal customers. Etsy operates an asset light business model that does not keep any inventory and only takes a percentage of sales as service charge. This allows Etsy to rep
@KYHBKO@3Fs@SR050321@koolgal$美国前进保险公司(PGR)$has potential, possesses cutting edge telematics technology which can track vehicle driver behaviour and prices policy premium discount for good driver behaviour. The headstart in implementing telematics technology enables it to refine policy premiums through machine learning and increases its profit margin as compared to its peers.
@KYHBKO@3Fs@SR050321@koolgal$美国美泰公司(MAT)$has potential, partners Elon Musk's SpaceX to launch space exploratory toys that could be in high demand as these are collectible items. As Mattel Barbie dolls have been sent to space, it inspires space enthusiasts to believe that travelling to space are no longer a distant dream. Although Mattel Play! adventure theme station at Liverpool has been closed, the 5 years there bring many fond memories of Mattel collectible toys. Barbie dolls have charismatic good looks and vibrant expressions mak
@KYHBKO@3Fs@SR050321@koolgal$Trade Desk Inc.(TTD)$has potential as it has signed major partnerships with leading publishers, advertisers and media powerhouse such as Disney. Its state of the art digital marketing platform Solimar is known to greatly optimize digital marketing business goal setting, resulting in highly effective marketing campaigns and loyal customers. As its digital marketing tools does not infringe on customers privacy, it is well adopted by leading digital marketing companies.
@KYHBKO@3Fs@SR050321@koolgal$应用材料(AMAT)$has potential as its CMP system greatly reduce the number of defective next generation silicon carbide chips in high demand for electric vehicles. AMAT is also the world largest semiconductor equipment manufacturer that will benefit from high growth areas such as internet of things and data centers.
@KYHBKO@3Fs@SR050321@koolgal$Fabrinet(FN)$has potential as it is a highly valued manufacturing partner of many well known global enterprises. FN vertical integrated facilities enable it to provide superior laser products used in medical devices and automobiles, complex digital network equipment and optical sensors. FN is also the world's leading optical transceiver manufacturer.
@KYHBKO@3Fs@SR050321@koolgal$Bill.Com Holdings, Inc.(BILL)$has potential as its cloud based accounting automation software is popular with US small and medium sized enterprises. The increasing high labour cost in US drives greater adoption of automated accounting receivable and payment processes using Bill.com software. This helps to eliminate manual accounting reconciliation and achieves higher productivity of accounting personnel.