Top Foundries See Cut in Automotive Industry Wafer Sales, Implications
Top foundries see worse than expected automotive wafer sales, implying more automotive supply chain members are going to miss earnings expectation...
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LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
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Beijing SinoHytec A/H Listing - Initial Thoughts on Valuation
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we'll talk about valuations.
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Beijing SinoHytec A/H Listing - A Whole Lot of Promise but Not Much Earnings to Show for It Yet
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we talk about the deal dynamics.
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Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
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