Last Week in Event SPACE: Red Hat, Don Quijote, Toshiba, Healthscope, Unisem, CEVA, Hanjin Kal
Last Week in Event SPACE ... Dress up your event-driven portfolio with some Red Hat Inc (RHT US). Don Quijote Holdings (7532 JP) is...
526 Views
Red Hat/IBM: Does This Red Hat Go with My Big Blue Outfit?
An analysis of IBM’s announced acquisition of Red Hat. On Sunday, October 28th, 2018 Intl Business Machines (IBM US) and Red Hat Inc (RHT...
1.5k Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
1.5k Views
Qualtrics IPO Preview: Valuation Analysis
Our base case EV for Qualtrics is US$5.2 billion. This is derived from our estimated sales of US$401.4 million in 2018 using an EV/Sales multiple...
596 Views
Japan: The Evolution Of (Non-Financial) Market Leadership
28 YEARS OF NON-FINANCIAL MARKET LEADERSHIP - To offer some light relief from the current market, we have compiled a graphic illustrating the...
413 Views