TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble
CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....
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Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO
Hello, this is a slightly more relaxed week of earnings. I’m going to focus a lot on Allegro and then mention some high-level reads. I’ll keep...
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Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
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Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
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Kokusai Electric Placement - US$1.7bn Selldown for a Good Quality Name
KKR & Co (KKR US) and KSP Kokusai Investments are looking to raise approximately US$1.7bn selling approximately 52.5m shares of Kokusai Electric...
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