ENTITY
Alphabet

Alphabet (GOOGL US)

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Analysis
Communication ServicesUnited States
Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.
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bearishVNG
30 Aug 2023 09:48

VNG Pre-IPO - The Negatives - Vietnam’s Mini-Tencent

VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about the not-so...

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bearishDoosan Robotics
30 Aug 2023 09:00

Doosan Robotics IPO - Peer Comparison - Has Niche Offerings but Doesn’t Lack Competition

Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. In our previous notes, we talked about the company’s past...

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Ethan Aw
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bearishARM Holdings
24 Aug 2023 15:37

ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins

Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...

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bearishARM Holdings
23 Aug 2023 15:02

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...

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bullishARM Holdings
22 Aug 2023 21:17

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...

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