Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Equity Capital Markets

Sunic System Ltd. / Equity Capital Markets

The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the small-sized OLED panel production lines that will be housed in LGD's P10. Samsung Display won't do business with Sunic any time soon. In addition, those Chinese and Taiwanese display makers are still some years aways from turning to 6GH. Of course, mid capacity equipment is also an important element for Sunic's overall sales performance. But its success with this product segment also highly depends on its success in the large capacity equipment market since this allows Sunic to gain further trust even from mid capacity equipment buyers. So once again, the whole focus of this IPO bookbuilding is whether Sunic can get orders from LGD for P10 and if so how many.

The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the small-sized OLED panel production lines that will be housed in LGD's P10. Samsung Display won't do business with Sunic any time soon. In addition, those Chinese and Taiwanese display makers are still some years aways from turning to 6GH. Of course, mid capacity equipment is also an important element for Sunic's overall sales performance. But its success with this product segment also highly depends on its success in the large capacity equipment market since this allows Sunic to gain further trust even from mid capacity equipment buyers. So once again, the whole focus of this IPO bookbuilding is whether Sunic can get orders from LGD for P10 and if so how many.

Sunic System IPO Part 2 - Key Considerations for Bookbuilding

<a href="https://www.smartkarma.com/entities/24216" target="_blank" data-smartkarma-citation="entities:24216:1">HIMS Co., Ltd (238490 KS)</a> is very similar in many ways as <a href="https://www.smartkarma.com/entities/24202" target="_blank" data-smartkarma-citation="entities:24202:1">V-One Tech Co., Ltd (251630 KS)</a>. That is, like V-One Tech, HIMS is also specialized in machine vision for OLED production process. Just, HIMS' machine vision based OLED testing equipment monitors different areas of OLED panels. Already, we are hearing many positive reactions and responses from Korea's local institutions. First and foremost, everyone is kinda being excited by Korea's super OLED rally. Second, they are feeling HIMS' suggested IPO price (₩100bil market cap) is quite cheap. Third, Samsung's own investment arm called "Samsung Ventures - SVIC" is one of the company's early investors. SVIC is still holding 5% shares. Lastly, HIMS is turning profits.Alright, let's find out whether this IPO stock is really worth our attention.

HIMS Co., Ltd (238490 KS) is very similar in many ways as V-One Tech Co., Ltd (251630 KS). That is, like V-One Tech, HIMS is also specialized in machine vision for OLED production process. Just, HIMS' machine vision based OLED testing equipment monitors different areas of OLED panels. Already, we are hearing many positive reactions and responses from Korea's local institutions. First and foremost, everyone is kinda being excited by Korea's super OLED rally. Second, they are feeling HIMS' suggested IPO price (₩100bil market cap) is quite cheap. Third, Samsung's own investment arm called "Samsung Ventures - SVIC" is one of the company's early investors. SVIC is still holding 5% shares. Lastly, HIMS is turning profits.Alright, let's find out whether this IPO stock is really worth our attention.

HIMS IPO Summary - Another Solid OLED Stock IPO

South Korea

INVENIA Co., Ltd. develops and manufactures liquid crystal display (LCD) manufacturing equipment.  The Company's products include vacuum alignment system, dry etcher, and in-line system.  ADP also produces inspection machinery, such as thin film transistor (TFT) automated optical inspection (AOI) system, color filter AOI system, macro system, and review system.

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INVENIA Co., Ltd. (079950 KS)

Sunic System IPO Part 2 - Key Considerations for Bookbuilding

The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the...

Sanghyun Park

HIMS IPO Summary - Another Solid OLED Stock IPO

HIMS Co., Ltd (238490 KS) is very similar in many ways as V-One Tech Co., Ltd (251630 KS). That is, like V-One Tech, HIMS is also specialized in...

Sanghyun Park

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52-week Range

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