ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
586 Views
ARM Holdings Pre-IPO - Thoughts on Valuations
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 valuations.
573 Views
ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest
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 undetake a peer...
585 Views
TWSE Short Interest Weekly (Sep 1st): Wistron, Gigabyte Tech, Realtek Semi, Mediatek, Alchip Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wistron, Gigabyte Tech, Realtek Semi, Mediatek,...
486 Views
Taiwan Dual Listings Monitor: TSMC, ASE Technology, and ChipMOS Opportunities
We analyze ADR premium/discounts vs. their historical ranges, relative to their latest related share price trends, and short interest.
485 Views