MediaTek (2454.TT): 3Q24 Might Grow Slightly QoQ, While AI PCs Could Be Delivered in 2H25.
Mediatek Inc expected to see slight growth in 3Q24, while AI PCs are anticipated to delivered in 2H25. The shipment forecast for the Dimensity...
237 Views
Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
326 Views
Super Micro Ascends, Walgreens Exits Nasdaq-100 on 22/Jul. How Will Index Rebalancing Pan Out?
NASDAQ index will rebalance admitting SMCI replacing WBA. SMCI has surged 214% YTD while WBA has crumbled 56% YTD. Index effect posits for SMCI to...
314 Views
[Q2 Earnings Preview] TSMC: All Eyes on 2nm Chips, Fab Expansion & Continued Earnings Beat
TSMC reports Q2 results on 18/Jul. Investors will look to fabs expansion in US & Japan, & progress in 2nm & 3nm chips. TSMC holding 62% of global...
411 Views
Kokusai Electric Placement - US$1.7bn Selldown for a Good Quality Name
KKR & Co (KKR US) and KSP Kokusai Investments are looking to raise approximately US$1.7bn selling approximately 52.5m shares of Kokusai Electric...
301 Views