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...
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Parade Technologies: Further Revenue Growth Upgrades, and Dividends, Should Support Valuation
In this insight, I take a deep-dive analysis into fabless IC design house, Parade Technologies, its industry value chain, current valuation levels,...
389 Views
Global Foundries: Some Thoughts on the IPO
We offer some thoughts on Global Foundries coming IPO. We admire the strategic pivot the company took two years ago. Valuation seems high though,...
440 Views
GLOBALFOUNDRIES IPO - Good Timing
Is this a good time for GLOBALFOUNDRIES to go public? Given the company's focus on older processes, and the market's current shortages, it seems...
418 Views
Asia Shorts: Meituan, CMB, Li Ning, Sekisui, Toyo Seikan, Toshiba, Kakao, HMM, LGE, Wan Hai, TSMC
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
311 Views