Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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AEM: Strong Momentum Continues with Share Price +80% YTD; Fair Value Raised to 8.4 SGD (+40% Upside)
Aem Holdings Ltd (AEM SP) held its full-year analyst briefing where management looked back on what has been a stellar 2017. Revenue in 2017 was...
376 Views
Broadcom Limited -Â Staring at Defeat
In our view, the Qualcomm Inc (QCOM US), Broadcom Corp Cl A (BRCM US) and NXP Semiconductors NV (NXPI US) saga has come to an end, with defeat for...
261 Views
Last Week in Event SPACE -Â Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP)Â may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
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Qualcomm: Just Say Yes to Broadcom
As widely expected, Broadcom Limited (AVGO US) has returned with an improved and final offer of $82 per share. Along with the offer, Broadcom...
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