Parade Technologies (4966 TT) - Expensive Now, But Accumulate on Weakness Given Structural Positives
We provide a primer on Parade Technologies including an analysis in respect of where in the value chain it sits, in particular as a key display...
207 Views
August Semiconductor Revenues Break Records Once Again
Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...
182 Views
Renesas Placement - Very Well Flagged, past Deals Have Done Well but Large Size Warrants Correction
Renesas, along with INCJ, aims to raise around US$3.4bn via selling a mix of primary and secondary shares. The current deal would be of somewhat...
319 Views
Intel. Reality Bites As Margins Shrink On The Back Of Mix, 10nm Yields & Growing Competition
Despite delivering results slightly ahead of expectations and updating the FY 2020 outlook by a further $300 million, Intel shares are presently...
242 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
758 Views