ARM Holdings IPO: The Bear Case
The bear case rests on the deteriorating ACV trajectory, declining ARM-powered chip shipments and revenue, ARM China overhang and red flag...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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CEVA’s Fair & Reasonable Offer; But Please Don't Tender
CMA CGM SA (144898Z FP) has published its prospectus for what is evidently a heavily orchestrated Public Tender Offer for Ceva Logistics AG (CEVA...
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CEVA's Days Of Independence Appear Numbered
On October 11th, Swiss-based global supply chain management company Ceva Logistics AG (CEVA SW) rejected an unsolicited, non-binding offer...
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