Dell Technologies Inc


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SKU: DELL-1 Category:


Dell Technologies successfully achieved our target price after hitting the headlines recently for its expected divestment of VMware. There has been immense speculation over the VMware spinoff for more than a year. The company has started the relevant process to complete the spinoff which should be done after September 2021 allowing a significant cash infusion into Dell and also helping unlock further shareholder value. The VMware divestment was not the only big restructuring move as the management is also selling off its Boomi data integration software business to a private equity firm for $4 billion in order to further improve the cash position of the company. These major restructuring announcements have been perceived with high optimism by the markets and the fact that Dell delivered a robust quarterly result only added to the stock’s rally. We are optimistic about Dell’s performance in 2021 and maintain our ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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