Silicon Wafer Soitec Up Sharply on Strong Earnings
French SOI silicon wafer manufacturer SOITEC (SOI NQ), global #6 by market share, announced strong results on October 18'th 2017 with second...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ
There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular. There were...
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Smartkarma: ECM Coverage Weekly Update (14 October 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. Buckle up! We are in...
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Sumco Placement - An Even Smaller Deal Size than Before
Nippon Steel & Sumitomo Metal Corp (5401 JP) (NSSM) is selling 16.1m shares of Sumco Corp (3436 JP) worth approximately US$250m. Post-sale,...
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