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Years Experience
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Founded
Distributed onSmart KarmaBloomberg
Partnered withThe AgenticVen X

Who We Are

Zero One is a research and advisory firm that delivers clarity on exponential growth companies and technology markets. Founded in Singapore in 2015, we combine deep sector expertise with institutional-grade investment research to serve investors, corporates, and policymakers globally. Our work spans technology investment research, corporate finance advisory, and strategic consulting — covering companies across Asia-Pacific and international markets.

Independent Research

Focused, independent investment research on technology and growth sectors across Asia and global markets. Distributed through institutional platforms.

Trusted Advisory

Strategic guidance for corporates on capital markets positioning, investor relations, fundraising, and growth strategy across multiple geographies.

Global Perspective

On-the-ground insight from Singapore, Taipei, and Boston, covering companies across 20+ markets with regional depth and global context.

Our Businesses

Focused capabilities across research, advisory, and strategy

Technology Investment Research

Deep-dive equity research on technology and exponential growth companies — focused, actionable insight across Asia-Pacific and global markets.

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Corporate Finance Advisory

Strategic advisory for growth-stage companies navigating capital markets, investor outreach, and public market positioning.

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Strategic Consulting

Sector intelligence, competitive analysis, and market entry strategy — bringing clarity to complex innovation ecosystems for companies and investors.

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Company Due Diligence

Rigorous research and analysis for investors evaluating potential investments, acquisition targets, and strategic partnerships.

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Research & Insights

Our latest analysis on technology companies and growth markets

Telecom

Kyivstar 1Q26 Results: Wartime Capex Likely Peaked, Digital Expansion Ahead of Expectations

May 21, 2026 · 12 min read

1Q26 capex intensity fell to 20.9% on a revised FY26E guide of 21–24% (from 23–26%). Digital revenue tripled to 20.9% of total. Telecom EBITDA margin expanded 1.1 p.p. YoY to 56.4%.

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Telecom

VEON 1Q26 Results: Digital Revenue Surge & New Spectrum Win Show VEON in Pole Position

May 21, 2026 · 12 min read

Digital revenue hit US$303m in 1Q26 (+57.7% YoY), 25.2% of group. Management raised the digital-revenue target to 50%+ of total by end-2029E and lifted FY26E revenue guidance to 11–14% YoY (from 9–12%).

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Semiconductors

Ambiq Micro (AMBQ US) 1Q26: Beat, Raise, and a Year Pulled Forward on the Edge AI Thesis

May 21, 2026 · 12 min read

1Q26 revenue grew 59.3% YoY to US$25.1m, exceeding guidance. Management guided 2Q26 to US$31–32m (~75% YoY) and pulled non-GAAP breakeven into 2H27 or early 2028. Over 80% of units shipped ran AI on-device.

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Our Research Reaches Global Investors

Distributed through leading institutional platforms

Smart Karma

Asia-Pacific's leading independent research network

Bloomberg

Global financial data and research terminal

Ticker ZON

NH ZON <GO>

Strategic Partners

Collaborating with leading AI and deep tech ecosystems

The Agentic

AI Infrastructure for Agent Builders

Ven X

Collaborative Deep Tech VC Hub

As Seen In

Bloomberg
Business Insider
BBC
Smart Karma
Reuters

Global Presence

Research and advisory across Asia-Pacific and the Americas

SINGAPORE

Singapore

Asia-Pacific headquarters. Founded 2015. Home of our research hub and regional advisory operations.

TAIPEI

Taipei

Asia research coverage hub. Deep access to Taiwan's technology ecosystem, semiconductor supply chain, and regional markets.

BOSTON

Boston

Americas operations. Corporate finance advisory and U.S. investor engagement, bridging Western capital with Asian growth companies.

Leadership

Vincent Fernando, CFA

Vincent Fernando, CFA

Founder & Executive Director

Over 20 years of global markets experience as an entrepreneur and investor across five countries. Established Zero One in Singapore in 2015, and leads Asia research coverage from Taipei. Previously built deep expertise in investment research for family offices and investment banks across multiple asset classes and geographies.

CFA CharterholderColumbia Business SchoolMIT FinTechTufts University

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