Asia Short Interest Weekly: SMIC, Zhaojin, Longfor, JD, Shinpoong, Alteogen, Japan Dividend Ex-Date
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
369 Views
Kioxia – Examining the Long-Term Margin Trends and Where Fair Value May Lie
While Kioxia’s value lies in its through-cycle earnings generation, disclosed financials have a limited history. As such, we have combined Kioxia’s...
456 Views
Kioxia IPO: Valuation Insights
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. TMC was spun off from Toshiba Corp (6502 JP) and acquired by...
356 Views
Server CPU, DRAM, NAND Sales Heading For A Significant Decline As Inventory Digestion Commences.
A leading indicator for server sales
266 Views
NVIDIA+Arm. Strategically Solid But Practically Impossible.
The long-anticipated acquisition by NVIDIA of Arm Holdings (ARM LN)
343 Views