A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
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StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
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Smartkarma: ECM Coverage Weekly Update (29 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
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ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
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Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan
As you know we track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
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