Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO
Hello, this is a slightly more relaxed week of earnings. I’m going to focus a lot on Allegro and then mention some high-level reads. I’ll keep...
488 Views
To Tender Or Not - Gauging The Future of Sun Corp (6736)
The Sun Corp Tender close nears (15 Aug). TWC is aiming to buy at least 5% but up to 19%. After recent volatility, 5% is an easier ask. But if you...
620 Views
Japan Morning Connection: 9984 JP, 8035 JP, 6525 JP
ARM stock surges after broker upgrade, Softbank Group rebounds, tech rally in US boosts Japan market, leisure and powersports names rally in US...
209 Views
True Wind Raises Partial Offer for Sun Corp Further, Leaving an Interesting Back End
True Wind has raised its price again. Now ¥5500, above market. Rise in Price (29%) mimics rise in yen value of CLBT (27.2%). Minimum substantially...
704 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
361 Views