Broadcom Limited - Staring at Defeat
In our view, the Qualcomm Inc (QCOM US), Broadcom Corp Cl A (BRCM US) and NXP Semiconductors NV (NXPI US) saga has come to an end, with defeat for...
161 Views
Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1
Sales of automotive semiconductors soared an astounding 26% in 2017 to $38 billion, propelling them into the fastest growing category of...
1.5k Views
Qualcomm: Just Say Yes to Broadcom
As widely expected, Broadcom Limited (AVGO US) has returned with an improved and final offer of $82 per share. Along with the offer, Broadcom...
159 Views
Last Week in Event SPACE - NTT Docomo, Hyundai Merchant, Interflex, AWE, NXP
Last week, NTT Docomo Inc (9437 JP) appears a better call than NTT (Nippon Telegraph & Telephone) (9432 JP); underwriters are holding 15% of...
228 Views
Qualcomm: Pinned into an Uncomfortably Tight Corner, Elliott Values NXP at $135 Per Share
On Monday, Elliott Management, which owns 6% of NXP Semiconductors NV (NXPI US), released a letter saying Qualcomm’s existing $110 per share offer...
153 Views