Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!
With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...
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INRI (INRI MK): Malaysia’s Leader in Semiconductor Outsourcing
Low correlation with Western stock markets, strong long-term sales growth, and low correlation relative to its sector INRI is the largest...
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Canaan Inc. IPO Preview (Part 3): Earnings Forecast & Valuation Analysis
For our base case valuation, if we take the average of the mid-case valuation of the company on P/S and P/E basis, this would suggest an implied...
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Qualcomm Likely To Exit ARM Server CPU Business
Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...
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Last Week in Event SPACE: Hyundai Glovis/Mobis, IKang, Westfield, HengTen
Last Week in Event SPACE ... The spin-off/merger endorses Hyundai Glovis Co Ltd (086280 KS, however, the needle should swing back in Hyundai Mobis...
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