Global Fuel Cell Industry: Introducing the Publicly Traded Pure Plays
This is the third in a series of reports we are publishing on the global Fuel Cell industry. In this report, we introduce the publicly traded...
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Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
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Micron- China's Court Ruling Is a Red Herring
Micron made headlines earlier this week when its share price sank more almost 8% on news that the Fuzhou Intermediate People's Court issued a...
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Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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Lines in the Sand: Rapid Growth, Looming Consolidation, and New Investment Options
Electronic Materials: Soaring Growth, Looming Consolidation, and New Investment VehiclesInvestors are instinctively on the hunt for well-run...
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