China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
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Tokyo Electron (8035) | Huge Upside if Management Hit Targets
Tokyo Electron benefits from the digitalization of society and expanding end markets for high-end semiconductors. If management can hit the LT...
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Daiei Kankyo IPO Trading - Peers Have Been Correcting
Daiei Kankyo (9336 JP) , a waste management company, raised around US$314m in its Japan IPO. In this note we talk about the trading dynamics.
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Daiei Kankyo Pre-IPO - Peer Comparison and Thoughts on Valuation
Daiei Kankyo (9336 JP) , a waste management company, aims to raise around US$280m in its Japan IPO. In this note, we undertake a peer comparison...
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Daiei Kankyo Pre-IPO - Steady, at Best
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$280m in its Japan IPO. In this note, we look at the company's past...
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