MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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Renesas: A Quick Look at Peer Valuations
Updating our peer valuation comps from Renesas' offering last year, we find just modest changes with most of them trending in Renesas' favour. In...
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Renesas Offering Round 2: Initial Thoughts
We examine the latest offering of Renesas Electronics Corp (6723 JP)'s stock as the INCJ continues to reduce its stake in the automotive...
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Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1
Sales of automotive semiconductors soared an astounding 26% in 2017 to $38 billion, propelling them into the fastest growing category of...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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