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Taiwan Semiconductor Co (5425 TT)
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124
Analysis
Information Technology
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Taiwan
Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.
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bearish
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ARM Holdings
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23 Aug 2023 15:02
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...
Sumeet Singh
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684 Views
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bullish
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ARM Holdings
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22 Aug 2023 21:17
ARM Holdings Limited - The Positives - Pervasive Global Presence
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...
Sumeet Singh
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810 Views
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bearish
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RoboSense
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26 Jul 2023 09:50
Robosense Technology Pre-IPO - The Negatives - Not a Whole Lot of Earnings
Robosense Technology is looking to raise around US$400m (estimated) in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive...
Sumeet Singh
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668 Views
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bullish
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LG Energy Solution
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11 Jul 2023 16:55
LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
Sumeet Singh
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813 Views
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bullish
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Socionext
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10 Jul 2023 05:48
Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
Sumeet Singh
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751 Views
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