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...
280 Views
Qualcomm- Another US$1.23bn Fine to Euro; Legal Battles Positive for Broadcom's Hostile Takeover
SummaryAnother US$1.23bn fine to European Union antitrust regulator is not a surprise to us and we expect the leftover legal battles between...
260 Views
MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018
What degree of the estimate cut likely coming? Lower 1H18 sales: Bloomberg consensus expects Mediatek Inc (2454 TT) 1Q18 sales of -6% q/q and 1%...
488 Views
TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
574 Views
Resolution of Apple-Qualcomm IP Dispute in China Likely to Take Years
Qualcomm’s complaints against Apple filed in the Beijing Intellectual Property Court on September 29, asserting infringement of three patents, are...
224 Views