Reddit IPO - Quick Thoughts on Valuation
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In our previous note, we talked about the company’s historical performance. In...
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TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F.
Taiwan Semiconductor (TSMC) aims for 25% revenue growth by 2024, bolstered by CoWoS market dominance and new Fab in Chiayi.
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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Reddit IPO: The Right Time To Go Public At A Reasonable Valuation
Reddit, an American iconic internet company, filed to go public. Given their massive TAM, loyal communities and scalable business, Reddit is bound...
327 Views
QuantumPharm (Xtalpi) Pre-IPO - The Negatives - Requires Deep Pockets to Fund Its Cash Burn
QuantumPharm (QUP HK) (Xtalpi) is looking to raise US$200m in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...
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