Micron- China's Court Ruling Is a Red Herring
Micron made headlines earlier this week when its share price sank more almost 8% on news that the Fuzhou Intermediate People's Court issued a...
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Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
355 Views
Lines in the Sand: Rapid Growth, Looming Consolidation, and New Investment Options
Electronic Materials: Soaring Growth, Looming Consolidation, and New Investment VehiclesInvestors are instinctively on the hunt for well-run...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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Transformative Praxair-Linde Industrial Gas Merger Takes Shape
The oligopolistic Industrial gas (IG) industry, which supplies oxygen, nitrogen, argon, and hydrogen to petroleum producers and refiners, steel,...
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