Socionext IPO - Ample Upside Even After Discount
Socionext (6526 JP) is looking to raise up to US$463m in its Japan IPO. In this note, we will look at the updated deal dynamics, our earlier...
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Taiwan Tech Weekly: Micron Forecasts This Week, Intel Conference, AMD CEO to Visit Taiwan Suppliers
Micron's outlook for next quarter's margin will be key, provides good color on future margin for key Taiwan names. AMD CEO to meet with many Taiwan...
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Taiwan Tech Weekly: Biden Says US Will Defend Taiwan, Texas Instruments Gives Hope
Also: Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.
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GEM Weekly (9 Sep 2022): China Macro Activity Data; Tencent, NetEase, TSMC, Tencent Music
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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