NXP Semiconductor N.V. – Riding the Autonomy Wave
Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other...
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NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left
News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...
573 Views
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...
543 Views
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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