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Taiwan Semiconductor Co. (5425 TT)
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72
Analysis
Information Technology
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Taiwan
Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.
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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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446 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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513 Views
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bearish
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ARM Holdings
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23 Aug 2023 15:02
ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
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 talk about the not...
Sumeet Singh
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466 Views
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bullish
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ARM Holdings
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22 Aug 2023 21:17
ARM Holdings Limited - The Positives - Pervasive Global Presence
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 talk about the...
Sumeet Singh
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556 Views
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bearish
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Robosense Technology
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26 Jul 2023 09:50
Robosense Technology Pre-IPO - The Negatives - Not a Whole Lot of Earnings
Robosense Technology is looking to raise around US$400m (estimated) in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive...
Sumeet Singh
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371 Views
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