Canaan Inc. IPO Preview (Part 3): Earnings Forecast & Valuation Analysis
For our base case valuation, if we take the average of the mid-case valuation of the company on P/S and P/E basis, this would suggest an implied...
512 Views
Judge Bars Government from Accessing Additional Qualcomm Data on Failed Broadcom Deal
A federal judge ruled May 4 the FTC cannot access additional information about Broadcom’s failed takeover of the smartphone chip manufacturer that...
238 Views
NXP Semiconductors NV–An Intriguing Investment
The current melee between China and the United States concerning trade is throwing markets in disarray. We believe that is also presenting exciting...
264 Views
Qualcomm Likely To Exit ARM Server CPU Business
Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...
268 Views
Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
270 Views