reports
- Pierre FerraguÊ
Arm coverage initiation: Dropping in on the wave. Buy, $59 Target Pric...
We initiate coverage on Arm with a Buy rating and a $59 target price. Our team is ideally positioned to help, having covered ARM for more than 15 years, uninterrupted, before the Softbank ownership, and through it as well, and having the most comprehensive coverage of the ARM ecosystem today, from manufacturing to end-products, and across all the technology infrastructure, from the datacenter, through networks, down to smartphones and cars. Arm’s fundamentals have not changed in the last 7 ye...
- Pierre FerraguÊ
Arm: Bringing it together ahead of the IPO
We gather in today’s report the latest version of all the materials we have published on Arm in recent weeks and presented to investors in webcasts. We summarize our final view ahead of the IPO in 3 main points: Arm has a high-quality financial model; It’s a good time for Arm to IPO; The IPO is at an attractive valuation as we see 17 – 27% upside on a one-year horizon.
- Pelham Smithers
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
ARM ARM CEMENT LTD
TSLA TESLA INC
PG PROCTER & GAMBLE COMPANY
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MCD MCDONALD'S CORPORATION
LRCX LAM RESEARCH CORPORATION
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
TSCON TESCO PLC
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
OCDO OCADO GROUP PLC
PGHL PROCTER & GAMBLE HEALTH
7735 SCREEN HOLDINGS CO. LTD
JE. JUST EAT PLC
6501 HITACHI LTD.
4217 HITACHI CHEMICAL COMPANY LTD.
6920 LASERTEC CORP.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
2340 OPTO TECH CORP.
9984 SOFTBANK GROUP CORP.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
SNAP SNAP INC. CLASS A
SAP SAP SE
WMT WALMART INC.
SOW SOFTWARE AG
TKWY JUST EAT TAKEAWAY.COM N.V.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
UBER UBER TECHNOLOGIES INC.
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
1469157D AUTOSTORE
1250307D DARKTRACE LTD
1036057D GINKGO BIOWORKS INC
3IN 3I INFRASTRUCTURE PLC
QCOM/O QUALCOMM INCORPORATED
SNOW SNOWFLAKE INC. CLASS A
AI C3 AI
SHOP SHOPIFY INC. (SHOP)
ROO DELIVEROO PLC
GFS GLOBALFOUNDRIES INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
- Pierre FerraguÊ
- Gari Chigwedere
ARM,BMBC | Trapped in the madding crowd
East Africa has benefitted from high GDP growth and relative political stability compared to the rest of the continent over the last ten years. The growth has benefited construction resulting in cement consumption increasing at over 8% CAGR since 2013 for Uganda, Ethiopia, Rwanda and Tanzania. However, the growth has attracted new entrants to the region, increasing supply to over 15% CAGR for the same period reducing prices and margins. We also expect a slowdown in government-led infrastructu...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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