ENTITY
Broadcom

Broadcom (AVGO US)

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Analysis
Information TechnologyUnited States
Broadcom Inc. designs, develops, and supplies semiconductor and infrastructure software solutions. The Company offers storage adapters, controllers, networking processors, motion control encoders, and optical sensors, as well as infrastructure and security software to modernize, optimize, and secure the most complex hybrid environments. Broadcom serves customers worldwide.
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bearishARM Holdings
05 Sep 2023 13:25

ARM Holdings Pre-IPO - Thoughts on Valuations

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 valuations.

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bearishARM Holdings
04 Sep 2023 13:45

ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest

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 undetake a peer...

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bullishFadu
12 Jul 2023 15:02

Fadu IPO - Thoughts on Valuation

Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...

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Ethan Aw
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bearishFadu
11 Jul 2023 10:20

Fadu Pre-IPO - Peer Comparison - Hardly Comparable in Scale to Its Peers

Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. In our previous notes, we looked at the company’s past performance. In this...

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Ethan Aw
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bullishFadu
04 Jul 2023 00:26

Fadu IPO Preview

Fadu is a Korean system semiconductor fabless company specializing in data centers. It is getting ready to complete its IPO in August. Fadu is one...

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