GlobalWafers (6488.TT): Semi Industry Expected to Recover in 2H24, Holding an Bright Outlook in 2025
2Q24 revenue for the semiconductor industry saw a slight QoQ increase but a significant YoY decrease. Recovery expected in 2H24 with an optimistic...
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GlobalWafers (6488.TT): 1Q24F Is a Down Quarter; Anticipating a Much Better Growth Rate in 2025F.
Sales in Jan 2024 hit a low, hinting at a downward trend for 1Q24. GlobalWafers may see flat or slightly increased demand in 2Q24, with 12" wafers...
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Globalwafers (6488.TT): The Revenue Is Expected to Improve in 2H24F
Sales of Jan 2024F hit a low, signaling a potential downtrend for 1Q24F. Demand in 2Q24F may decrease raw wafer demand for Logic and Memory. 12"...
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GlobalWafers (6488.TT): Demand Was Weaker in 1H24F, and We Hope It Will Be Better in 2H24F.
GlobalWafers' 1Q24 results is lower operating income than consensus. Anticipates steady revenue in 2024, with 1H24 accounting for 45% of yearly...
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ECM Weekly (1st Apr 2024) - Shinhan, GlobalWafers, Mankind, Hyundai Marine, Bharti Hexacom, ChaPanda
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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