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.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 112M
- Actions
- 112M
- Ratings / Price targets
- 1 / 0
- Buy-rated
- 100%of 1 rated
- On record
- Sep 2025 – Sep 2025
Overview
Coverage spans 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.
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.
Milestones
- 2015
Founded in Singapore by Vincent Fernando
- 2017
Research distribution began on Smartkarma
- 2019
Research made available on Bloomberg
- 2021
Opened Taipei research hub
- 2023
Opened Boston office for Americas operations
Firm facts
- Type
- Independent research
- Founded
- 2015
- Headquarters
- Singapore, Singapore
- Parent
- Clearsight Systems Pte. Ltd.
- Founder & Executive Director
- Vincent Fernando
- Website
- 01.co
Research philosophy
We invest based on long-term structural trends, not short-term sentiment.
Zero One describes itself as a value-oriented investor. It sees market sentiment as a cause of price fluctuations around intrinsic value and prefers industry leaders at fair prices to cheaper, weaker competitors. Its analysis considers what a strategic buyer might pay, as well as the effects of reshoring and export controls. As of 2026, the firm says AI systems help monitor developments and maintain models, while investment professionals determine the conclusions and remain responsible for every report. Reports disclose when a covered company is a client of Clearsight Systems.
Rating methodology
Reports carry target prices; recent notes use a proprietary Structural Long rating.
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 VEON Ltd.VEON | Buy | — |
Recent actions
| Date | Stock | Rating action | Rating |
|---|---|---|---|
| Sep 24, 2025 | VEON Ltd.VEON | Reiterate | Buy |