Elon Is "Saving" Twitter To Death
I warned last year Elon Musk would siphon cash & resources from his other companies, especially Tesla, to fund his failing Twitter operation—likely...
965 Views
Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
705 Views
TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
877 Views
Who Is Lina Khan? Why Should Investors Bother?
Competition is good. For consumers. Not so for firms. It eats into profits. Regulatory action aimed at key elements of a model can impede earnings...
611 Views
Kokusai Electric IPO - Not Wholly Convinced, One Needs to Look past the Cycle
KKR is looking to raise around US$730m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note, we talk about the...
654 Views