Horizon Robotics Pre-IPO - PHIP Updates - More of the Same, Lots to Watch Out For
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent filings.
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Tech M&A: Qualcomm for Intel? No Chance. Here's Why.
China SAMR's lengthy review process would hinder deal approval, Intel's existential crisis includes issues in new Foundry division, theoretical...
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TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs
Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...
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Horizon Robotics IPO: High Valuation Is At Risk As NEV Production Forecasts Have Weakened
In my insight, I discuss valuation framework for comparable company analysis and explain why high valuation of Horizon Robotics may be at risk
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Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
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