ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
466 Views
TVS Supply Chain Solutions IPO Trading - Offered at a Premium with Underwhelming Subscription Rates
TVS Supply Chain Solutions (1915741D IN) raised around US$108m in its India IPO. In this note, we talk about the demand and trading dynamics.
495 Views
ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
556 Views
Monthly Chinese Express Tracker | July Growth Slows | Pricing Hits Record Low | (August 2023)
Chinese parcel volume growth remained weak in July, and pricing fell to a new all-time low. But we believe SF Holding's unique revenue mix could...
609 Views
[Alibaba (BABA US, BUY, TP US$127) TP Change]: The New Wanxiangtai Will Enhance the Take Rate
Taobao and Tmall have implemented two major reforms: 1) The launch of the Wanxiangtai Platform Unlimited Edition; 2) Changing the rules for...
1.9k Views