ASM Pacific – Valuations Vs. Peers
With speculation regarding ASM PT going private emerging we provide below, an examination of the company’s valuation history and its multiples...
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StubWorld: Evergrande Auto (708 HK) Tapping All & Sundry; ASM Pacific Going Private?
This week in StubWorld ... Shareholders are the big loser as the US, UK and China turn HSBC Holdings (5 HK) into a political...
375 Views
Sword of Trump Hanging Over SMIC
xxx The Trump administration is considering whether or not U.S. agencies are in discussions to determine whether Semiconductor Manufacturing...
392 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
361 Views
Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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