ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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Taiwan Tech Weekly: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs
ARM IPO prices at high end of range, is backed by TSMC, Apple, Nvidia, Samsung, Intel. Apple is likely accelerating plans to shift its supply chain...
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SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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Doosan Robotics IPO - Updated Thoughts on Valuation - Sentiments Going Out of Control
Doosan Robotics (454910 KS) is looking to raise up to US$318m in its Korean IPO. In this note, we share our updated thoughts on valuation.
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KRX Sector Index Series Rebalancing: Heavy Shorting on SK Square Is Anticipated
This post highlights KRX Sector Index Series rebalancing and explores three trading approaches, with a focus on SK Square, ahead of the September...
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