Renesas (6723 JP) - On Top of Peer-Beating Growth, and Valuation... Watch for Buybacks
Renesas (6723) saw INCJ sell down last year. Absorption has been OK not great. The company has hinted at being able to start buybacks, and recent...
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Tech Supply Chain Tracker (08-Aug-2024): Honor IPO faces hurdles amid Huawei rise.
Tech news roundup: Honor IPO struggles, Huawei rebounds; Hanoi aims for semiconductor hub status; Hyundai boosts South Korea's Olympic archery...
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Suzuki Motor (7269 JP): The Current Playbook
Suzuki's share performance is the joint best among recent large placements but has underperformed compared to the Nikkei index. The average large...
587 Views
Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.
Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...
230 Views
ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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