Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

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Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Relative Value Trade in Micron Has Worked Since Our Last Piece; Results Blow Away Expectations</li>
<li>Memory Pricing Improvement Continues, Management Expects Pricing Increases Through Calendar Year 2024 and 2025</li>
<li>We Remain Structurally Long Memory; Now See Relative Value in SK Hynix</li>
</ul>


Relative Value Trade in Micron Has Worked Since Our Last Piece; Results Blow Away Expectations
Memory Pricing Improvement Continues, Management Expects Pricing Increases Through Calendar Year 2024 and 2025
We Remain Structurally Long Memory; Now See Relative Value in SK Hynix


Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade

Micron Technology

Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade