Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
Overall, Qualcomm had a strong quarter with a big surprise on EPS, profitability, and guidance, despite a dip in after hours trading, due to...
405 Views
PC Monitor: Latest Qualcomm & Mediatek Results Show ARM-Based Chips Disrupting the PC Market
​ARM-based chips, led by Qualcomm and Mediatek, are poised to disrupt the PC market with successful market share gains and collaborations with...
754 Views
PC Monitor: Snapdragon’s Surge, AMD’s Gains, Intel’s Test; Long Asus & Dell
​Recent market weakness in the U.S. is centered on server businesses, not PCs. Qualcomm chips gaining traction in PCs at CES 2025, while AMD...
568 Views
Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
521 Views
Kioxia IPO - Should Price at the Top, Though Peers Are Still Correcting
Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. In this note, we talk about the IPO pricing.
698 Views