ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
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ARM Holdings Pre-IPO - Thoughts on Valuations
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 valuations.
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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...
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TWSE Short Interest Weekly (Sep 1st): Wistron, Gigabyte Tech, Realtek Semi, Mediatek, Alchip Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wistron, Gigabyte Tech, Realtek Semi, Mediatek,...
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Taiwan Dual Listings Monitor: TSMC, ASE Technology, and ChipMOS Opportunities
We analyze ADR premium/discounts vs. their historical ranges, relative to their latest related share price trends, and short interest.
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