Primer: 3peak (688536 CH) - Aug 2026
Financial Turnaround: 3Peak has demonstrated a significant financial recovery, swinging from substantial net losses in 2023 and 2024 to...
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Implications of Texas Instruments 3Q23: Weaker Industrial, Destocking and Slower China Recovery
3Q revenue declined 14% YoY to US$4.5bn and EPS dropped 25% YoY, mainly due to weakness across segments except auto business.
586 Views
China Technology – Semi Field Trip Takeaways
Based on our trip, we reaffirmed our view on a 2H23 recovery for major Chinese fabless names, and an uncertain 2023 for Chinese SPE/materials...
357 Views
SG Micro Corp (3661 HK) IPO: A High-Growth Play
​SG Micro is a leading analog IC company with a solid earnings record, aiming to raise HK$4.5bn in its IPO. With a 33.1% EPS CAGR, the IPO is...
196 Views
Pre-IPO SG Micro Corp (A/H Listing) - Some Points Worth the Attention
SG's IPO pricing is ≦HK$85.2, with maximum MV of HK$57.5bn (RMB49.6bn). Based on 2026 forecast, PS is 10x (higher than Novosense (7.8x) and our...
166 Views