Kioxia Pre-IPO - Peer Comparison
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we undertake a peer...
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Kioxia Part 2: Financials (Under-Investments, Razor-Thin FCF), Valuations (Memory Cycle Has Peaked)
​Kioxia's underinvestment in Capex and R&D due to low Free Cash Flow, which also makes repaying debt impossible. Significant valuations discount...
662 Views
KRX Short Interest Weekly (Nov 22nd): Hanwha Aerospace, Posco
We analyzed KRX short interest report for the past week and highlighted short interest changes in Hanwha Aerospace, Posco.
588 Views
Kioxoa Pre-IPO - The Negatives - Still a Follower of the Cycle
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the not-so...
618 Views
Kioxoa Pre-IPO - The Positives - Among the Leaders in Its Space
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the...
455 Views