bullish

China's Semi Mega Push Is Inevitable. But Is It Investable? Part 1.

395 Views03 Jul 2023 22:59
Most Chinese semi stocks P/E ratios are sky high & volatile to boot. Many US semi stocks have peaked as far as their exposure to China growth. One semi WFE stock still looks interesting.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 13-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top Quartile
William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
x