Tech Supply Chain Tracker (19-Jul-2024): China's auto exports, 2023.
China advances in autonomous driving tech; Malaysia's semiconductor sector grows with AI; Taiwan backs AI supercomputers; Google Cloud Taiwan faces...
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Shinko Electric (6967) - Break/Gap Risk Early July 2024 Update
Shinko Gap Risk is probably slightly higher than last month as gross arb return starts to drop as this deal becomes a short-timer (one hopes)....
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Shinko Electric (6967) - Break/Gap Risk Early June 2024 Update
Ibiden outperformed Shinko quite sharply in the last few weeks bringing the Shinko/Ibiden ratio back below their forward EPS ratio. Gap Risk is...
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Shinko Electric (6967) - Break/Gap Risk Early May 2024 Update
Time has passed, lifting annualised return to deal completion, but Shinko Electric has still larger gap risk as Ibiden's price/guidance has fallen...
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