ENTITY
Shinko Electric Industries

Shinko Electric Industries (6967 JP)

194
Analysis
Information TechnologyJapan
SHINKO ELECTRIC INDUSTRIES CO., LTD. designs, manufactures, and markets advanced electronic materials, such as semiconductor packages, including leadframes, and PLP(Plastics Laminated Packages). The Company markets its products worldwide through a network of sales offices in such places as the Philippines, Germany, and Hong Kong.
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19 Mar 2024 21:30

Shinko Electric (6967 JP): Tender State of Play

The JSR tender launch materially lowers the China approval risk. The gross spread was narrowed from a high of 10.4% to the current 4.2%. The tender...

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11 Mar 2024 00:09

Merger Arb Mondays (11 Mar) - Shinko, JSR, Azure, Genex, OreCorp, Hollysys, CPMC, Vinda

This week, the highest gross spreads are APM (18.7%), Probiotec (10.9%), Genex Power (10.0%), China TCM (6.5%), Genetron (5.7%), Alumina (5.3%),...

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07 Mar 2024 22:39

Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed Now

Shinko is up 4+% since I wrote it was cheap to Ibiden, itself -14.5% since. What was a considerable buffer on break/gap risk is now smaller, as is...

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29 Jan 2024 00:17

Merger Arb Mondays (29 Jan) - Shinko, JSR, Payroll, T&K Toka, Weiqiao, Hollysys, Newmark, OreCorp

This week, the highest gross spreads are Hollysys (14.2%), Probiotec (8.7%), Shinko Electric (8.3%), Genetron (7.7%), JSR (7.4%), Adbri (4.6%), IRC...

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