Недавно отмечал здесь, что слово «суверенный» в отношении онлайновых сервисов все больше входит в обиход по всему миру, и большие компании это отлично почувствовали и начали вокруг этого строить и маркетинг, и бизнес. В феврале Хуанг из Nvidia заговорил про суверенный ИИ, а теперь Ларри Эллисон из Oracle расширил тему с ИИ на облака вообще: “Every government, pretty much every government, is going to want a sovereign cloud and a dedicated region for that government.” https://www.cnbc.com/2024/04/07/oracle-chatgpt-and-the-sovereign-cloud-nations-will-seek-in-future.html
Недавно отмечал здесь, что слово «суверенный» в отношении онлайновых сервисов все больше входит в обиход по всему миру, и большие компании это отлично почувствовали и начали вокруг этого строить и маркетинг, и бизнес. В феврале Хуанг из Nvidia заговорил про суверенный ИИ, а теперь Ларри Эллисон из Oracle расширил тему с ИИ на облака вообще: “Every government, pretty much every government, is going to want a sovereign cloud and a dedicated region for that government.” https://www.cnbc.com/2024/04/07/oracle-chatgpt-and-the-sovereign-cloud-nations-will-seek-in-future.html
That strategy is the acquisition of a value-priced company by a growth company. Using the growth company's higher-priced stock for the acquisition can produce outsized revenue and earnings growth. Even better is the use of cash, particularly in a growth period when financial aggressiveness is accepted and even positively viewed.he key public rationale behind this strategy is synergy - the 1+1=3 view. In many cases, synergy does occur and is valuable. However, in other cases, particularly as the strategy gains popularity, it doesn't. Joining two different organizations, workforces and cultures is a challenge. Simply putting two separate organizations together necessarily creates disruptions and conflicts that can undermine both operations.
However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
