Asia Long-Short PM/Analyst

Curtis Lehnert

Equity Bottom-Up

I am long Sunningdale Tech (SUNN SP).  Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very well.  (Don't worry, I've managed to botch plenty of other things in my life.)
There is an interesting buying opportunity on this Singapore plastic injection player trading around 0.6x P/B with liquidity of USD 2-3mm/day. A 1Q earnings miss sent the stock diving 25%, while I see a re-rating catalyst coming up in the 2Q earnings report.  There is a rousing 1:3.5 risk-reward ratio that offers 83% upside realistically that turns into a 1:5 ratio in a blue sky scenario with 128% upside.
This is a unique situation that value hunters and sticklers for a catalyst alike would be well served to look into.

I am long Sunningdale Tech (SUNN SP).  Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very well.  (Don't worry, I've managed to botch plenty of other things in my life.)
There is an interesting buying opportunity on this Singapore plastic injection player trading around 0.6x P/B with liquidity of USD 2-3mm/day. A 1Q earnings miss sent the stock diving 25%, while I see a re-rating catalyst coming up in the 2Q earnings report.  There is a rousing 1:3.5 risk-reward ratio that offers 83% upside realistically that turns into a 1:5 ratio in a blue sky scenario with 128% upside.
This is a unique situation that value hunters and sticklers for a catalyst alike would be well served to look into.

Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

Bloomberg recently <a href="https://www.bloomberg.com/news/articles/2018-05-07/qualcomm-is-said-to-plan-exit-from-server-chips-amid-cost-cuts" target="_blank">reported</a> that <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm</a> may be planning to exit the server market for ARM CPU's:<div class="content-highlight">The San Diego-based company is exploring whether to shutter the unit or look for a new owner for the division, which was working on ways to get technology from ARM Holdings Plc into the market for chips that are at the heart of servers, the person said. ARM is one of Intel’s only rivals in developing semiconductor designs, and its architecture is primarily used in less power-intensive products, such…</div>

Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether to shutter the unit or look for a new owner for the division, which was working on ways to get technology from ARM Holdings Plc into the market for chips that are at the heart of servers, the person said. ARM is one of Intel’s only rivals in developing semiconductor designs, and its architecture is primarily used in less power-intensive products, such…

Qualcomm Likely To Exit ARM Server CPU Business

United States

Hewlett Packard Enterprise Company provides information technology solutions. The Company offers enterprise security, analytics and data management, applications development and testing, data center care, cloud consulting, and business process services. Hewlett Packard Enterprise serves customers worldwide.

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Hewlett Packard Enterprise (HPE US)

Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY

I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...

Curtis Lehnert

Qualcomm Likely To Exit ARM Server CPU Business

Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...

William Keating

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