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Microsoft Corp (MSFT US)
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711
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bearish
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ARM Holdings
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04 Sep 2023 13:45
ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest
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 undetake a peer...
Sumeet Singh
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430 Views
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bullish
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Elan Microelectronics
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30 Aug 2023 12:09
Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions
Elan is one of the institutionally most-underheld shares in our universe based on our analysis. Windows 11 adoption and touch usage for PCs has...
Vincent Fernando, CFA
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331 Views
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bearish
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VNG
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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...
Sumeet Singh
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476 Views
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bullish
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Thematic (Sector/Industry)
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28 Aug 2023 06:39
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Syndicated
The Curious Case of Big Tech
Over the last ten years (2013-2022), Big Tech collectively generated $2.3 Tn Operating Cash Flow (OCF), slightly more than double their aggregate...
MBI Deep Dives
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238 Views
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bearish
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ARM Holdings
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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...
Sumeet Singh
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500 Views
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