Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows Should Help
INCJ aims to raise around US$1.8bn via a secondary sell-down in Renesas Electronics (6723 JP). This will be a clean-up trade as INCJ has been...
803 Views
Silergy (6415.TT): The Revenue Could Be Upside Around 17% in 4Q23F.
Silergy could see an increase of about 17% QoQ and 3% YoY in 4Q23F. It needs to transfer its Foundry base from China to Taiwan and Singapore. The...
649 Views
Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers
TSMC results last week provided positive color on the 2024E onwards outlook for the company as well as comments regarding a turn around for PC and...
451 Views
Kokusai Electric Pre-IPO - The Positives - Well Established with High Market Share
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about the...
623 Views
ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
427 Views