Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP)Â Â (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
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Tekscend Photomask IPO - Peer Comparison
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this...
820 Views
Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ
Memory names took a leg lower, setting a poor tone for JP peers. Medtech names took a hit with potential tarriffs and price capping pressures.
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Tekscend Photomask IPO - The Negatives - Market Share
Tekscend Photomask (429A JP), a manufacturer of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this note, we talk...
539 Views
Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback
Global defense names did well after Trump's comments of support for Ukraine. Marvell jumped after management announced a $1bn accelerated buyback.
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