NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left
News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...
566 Views
Xiaomi Corporation–Will Holders of Vested Options and RSUs Hold On? Billions Here or There Do Add Up
In our opinion, Xiaomi Corp's (1810 HK) current valuation is disconnected from its fundamentals. Given regulatory setbacks in China, and a deluge...
435 Views
Xiaomi Inc. – Where Is the Transparency? Updated Equity Value Estimate of US$1/Share
Our updated sum-of-the-parts equity valuation, based on 22.4 billion post-IPO shares outstanding, including the approximate proceeds to the Company...
329 Views
Growth Shock Is the Next Phase for Global Equity Markets
The growth scare that I wrote about in May’s Governments and Markets is now starting to materialise, as growth in the major emerging and European...
123 Views
Belt and Road Potholes/CDRs Get Closer/Small Banks’ IPOs/Solar Industry Turmoil/Exams and AI
China News That Matters Pushback against flagship BRI programme grows Beijing publishes “final” rules paving way for tech giants to list at...
79 Views