ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins
Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...
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[Kuaishou (1024 HK, SELL, TP HK$50) Earnings Review]: Fair Numbers Hide Risks
However, we still believe that the growth of WeChat's Video Accounts will become Kuaishou's biggest concern in the future.
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ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
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Kuaishou: Earnings Beat, Improved Profitability and Further Upside
Kuaishou's 2Q earnings beat consensus with significant improvement in profitability. Our regression analysis suggests there is further upside to...
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KS (Kuaishou 1024 HK): 2Q23, First Net Profit Since IPO, Growth Accelerated, Buy
Total revenue growth accelerated significantly in 2Q23. The high-margin businesses grew more rapidly than the low margin business. Gross...
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