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,...
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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,...
293 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...
265 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...
205 Views
Semiconductors Continue Surprise Strength
Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...
248 Views