Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
420 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
687 Views
Index Rebalance & ETF Flow Recap: SSE50, Chinext/50, Renesas, Tencent, Amman Mineral
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
681 Views
Renesas Clean-Up Block Trade - Overhang Out of The Way And Time To Own Again
INCJ has sold the last of their Renesas. 30mos ago they had 32%. Now they have none. The market has absorbed 60% of the selldown. I expect Renesas...
791 Views
Renesas Electronics (6723 JP): INCJ Clean Up; Index Buying Smaller than Expected
INCJ is exiting Renesas by selling the last of its holding. This will remove an overhang but limited passive buying and increased shares in...
790 Views