In today’s briefing:
- TOPIX Inclusions: Who Is Ready (Sep 2023)
- VNG Pre-IPO – Thoughts on Valuation
- Intel’s Meteor Lake Chips Could Make It ‘Cool’ Again; Will Enable Mass Market Adoption of AI PCs
TOPIX Inclusions: Who Is Ready (Sep 2023)
- Quiddity’s “Who is Ready” series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
- Since my last insight, three new TOPIX Inclusion events have been confirmed: M&A Research Institute (9552 JP), FP Partner (7388 JP), and I-NE (4933 JP)
- Separately, Core Concept Technologies Inc (4371 JP) has announced it intends to work towards a Prime Market move in the future.
VNG Pre-IPO – Thoughts on Valuation
- VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO.
- VNG is Vietnam’s leading homegrown digital ecosystem, as per the company, with diverse product offerings across games, communications and media, fintech and other opportunities.
- We looked at the company’s past performance and undertook a peer comparison in our earlier notes. In this note, we talk about valuations.
Intel’s Meteor Lake Chips Could Make It ‘Cool’ Again; Will Enable Mass Market Adoption of AI PCs
- Intel’s upcoming Meteor Lake family of chips will include a new specific component specifically for running AI processes locally on PCs.
- Meteor Lake will enable mass market adoption of AI PCs by providing a platform for developers to create more advanced AI PC applications than are currently possible.
- Meteor Lake’s launch could start by end-October. Intel’s Innovation conference September 19-20th will likely add visibility. Intel’s potential supports a Long thesis for Taiwan’s PC supply chain.
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