Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
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Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate
We have established our financial model for the company - We believe the shares should be held or accumulated on a value-basis.
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Zhejiang Sanhua Intelligent Controls IPO Lockup - US$800m Cornerstone Release
Zhejiang Sanhua Intelligent Controls (2050 HK), raised around US$1.4bn in its H-share listing. The lockup on its cornerstone investors is set to...
297 Views
OmniVision Integrated Circuits Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Omnivision Intgrated Circuit (603501 CH, OVIC), a semiconductor company, aims to raise around US$1bn in its H-share listing. In this note, we talk...
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