BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
320 Views
Mediatek - Back to Support 35% + Upside
Bullish above 261.00High ConvictionPreferred case: Bullish• 261.00 support, rise expected to 365.00.Key elements on a weekly basis:• Back to range...
110 Views
Qualcomm Says "NO" To Broadcom; Raise Price with a Proxy Fight?
Qualcomm says "NO" to BroadcomAfter we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much...
195 Views
Taiyo Yuden (6976) - Worth Watching on the Broadcom / Qualcomm Situation
Discussions with techsperts in the US as to whether the Broadcom (AVGO US) / Qualcomm (QCOM US) deal will complete (and if so, at what price)...
170 Views
Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
935 Views