ECM Weekly (27 September 2020) - Ant Group, Chindata, SCG Packaging, JHBP/Genor, Neuedu, UTI AMC
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Deal...
377 Views
Kioxia – Examining the Long-Term Margin Trends and Where Fair Value May Lie
While Kioxia’s value lies in its through-cycle earnings generation, disclosed financials have a limited history. As such, we have combined Kioxia’s...
465 Views
Kioxia IPO: Valuation Insights
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. TMC was spun off from Toshiba Corp (6502 JP) and acquired by...
375 Views
Server CPU, DRAM, NAND Sales Heading For A Significant Decline As Inventory Digestion Commences.
A leading indicator for server sales
271 Views
Kioxia IPO: Push Factors for a NAND Pure-Play Premium Valuation
Kioxia, formerly the Toshiba Memory Corporation, started book building to raise up to USD 2.9bn to list on TSE. . We discussed in our previous...
277 Views