Qualcomm Inc. - Throws Down the Gauntlet
The vote on March 6, 2018, to decide the fate of the proposed Qualcomm Inc (QCOM US) and Broadcom Limited (AVGO US) merger is dependent on three...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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AEM: Strong Momentum Continues with Share Price +80% YTD; Fair Value Raised to 8.4 SGD (+40% Upside)
Aem Holdings Ltd (AEM SP) held its full-year analyst briefing where management looked back on what has been a stellar 2017. Revenue in 2017 was...
283 Views
Broadcom Limited - Staring at Defeat
In our view, the Qualcomm Inc (QCOM US), Broadcom Corp Cl A (BRCM US) and NXP Semiconductors NV (NXPI US) saga has come to an end, with defeat for...
161 Views
Last Week in Event SPACE - Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP) may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
301 Views