Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
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Reddit IPO - Quick Thoughts on Valuation
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In our previous note, we talked about the company’s historical performance. In...
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Reddit IPO - Well-Known Brand but Sustainability of Growth Is Questionable
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In this note, we talk about the company’s historical performance.
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LG Electronics: Investment In Bear Robotics and Aggressive Plans to Expand in Global Robotics
In this insight, we discuss LG Electronics (066570 KS) 's investment in Bear Robotics (US) and LG Electronics' aggressive ambitions to become a...
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KDDI and Lawson: Building an Ecosystem from a Base of Loyalty Points
KDDI's acquisition of 50% of Lawson is probably a strategic move towards building an ecosystem to compete with Rakuten and LY, using loyalty...
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