Zero One
Zero One Investment Research is a Singapore-based independent research and advisory firm focused on the semiconductor and AI supply chain, with Asia coverage run from Taipei. It publishes research on more than 200 technology companies, distributed on Bloomberg and Smartkarma.
Company history
Vincent Fernando, a CFA charterholder who previously worked at Citi, Macquarie and Religare Capital Markets, established Zero One in Singapore in 2015. It operates as a division of Clearsight Systems Pte. Ltd., added a Taipei research hub in 2021 and opened a Boston office for Americas advisory and investor engagement in 2023. Alongside research it offers corporate finance advisory, due diligence and strategic consulting.
- 2015Founded in Singapore by Vincent Fernando
- 2017Research distribution began on Smartkarma
- 2019Research made available on Bloomberg
- 2021Opened Taipei research hub
- 2023Opened Boston office for Americas operations
Research
Zero One covers more than 200 companies across 20+ markets, concentrated upstream in the semiconductor and AI supply chain. Its research has been distributed on Smartkarma since 2017 and Bloomberg since 2019, and a free daily digest, The Blade, launched in 2025. Reports carry target prices and disclose when a covered company is a client of Clearsight Systems; recent notes use a proprietary Structural Long rating.
Coverage12M
- Stocks
- 1
- Ratings
- 1
- Price targets
- 0
- Upgrades
- 0
- Downgrades
- 0
- Initiations
- 0
- Reiterations
- 1
- Positive100%1
- Neutral0%0
- Negative0%0
Sectors
Ratings
Listing
Activity24M
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 VEONVEON Ltd. | Buy | — |
Recent actions
| Stock | Rating action | Rating | Date |
|---|---|---|---|
| VEON Ltd.VEON | Reiterate | Buy | Sep 24, 2025 |