Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
408 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
170 Views
AEM Holdings (AEM SP): No Covid-19 Impact; 2020 Will Be a Record Year; 3.7 SGD Fair Value Remains
AEM Holdings (AEM SP) posted stellar 1Q20 results and maintained its 2020 guidance. The margin improvement was simply stunning as NPM doubled from...
736 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
284 Views
February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
365 Views