Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
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Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
367 Views
Fadu Pre-IPO - Peer Comparison - Hardly Comparable in Scale to Its Peers
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. In our previous notes, we looked at the company’s past performance. In this...
368 Views
Taiwan Tech Weekly: TSMC Packaging Tech Ahead of Samsung; China Rare Earths Restrictions Plays; DRAM
China export restrictions for rare earths used in semiconductors highlight opportunity for U.S. and Australian rare earths producers.
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Ohayo Japan | Weak Payrolls=Lower Rates; Weaker USD; NUGGET:Heat Pumps-The Future of Cooling/Heating
Weaker Payrolls drive rates down - a bit; Weaker USD; NKY Futs flat vs Cash; USDJPY 142.2; JP companies struggle to lift ROE due to expanding...
267 Views