Nanya Tech: Micron Results, Light at the End of the Tunnel? Shares Rise
Margin guidance implies Nanya Tech and Micron consensus numbers need to be reduced significantly, but Micron management comments provide positive...
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Nanya Tech: Valuation Backtest Implies Upside, Potential Catalyst Thursday
The median 6-month total shareholder return has been 40.5% for instances since 2012 when the company has traded below 1.0x PBV. Net cash to market...
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Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
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Nanya Technology: Latest Results & Guidance Make 2024E Consensus Hard to Achieve; Underperform
Continued net loss in 2Q24, with marginal gross margin improvement. Server demand strong, but PC and mobile flat. Street may need to lower 2024E...
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Kokusai Electric Placement - US$1.7bn Selldown for a Good Quality Name
KKR & Co (KKR US) and KSP Kokusai Investments are looking to raise approximately US$1.7bn selling approximately 52.5m shares of Kokusai Electric...
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