Kokusai Electric Pre-IPO - Thoughts on Valuation
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about valuations.
863 Views
Memory Monitor: Micron Outperformed Through Earnings; Nanya Earnings Key for DRAM Bottoming View
We update our relative performance view for the three major Memory names. Also, look for Nanya Tech to provide color on the Memory cycle -- Will...
534 Views
Kokusai Electric Pre-IPO - Peer Comparison
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we undertake a peer...
703 Views
Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
658 Views
Micron Management Calls Memory Price Trough, Improving Pricing & Profitability Ahead
Micron's FY4Q23 results beat expectations. The company expects to return to a positive margin by FY2H24, however projected a higher FY1Q24 loss...
596 Views