Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
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StubWorld: The Demand for ASM Intl's Front-End; Takara's Spending for Spending's Sake
This week, with Asm International Nv (ASM NA) trading at an extreme level to ~25%-held Asm Pacific Technology (522 HK), is now the time to go long...
912 Views
APTC (089970): IPO Valuation Study
Below is the regulatory filing for the APTC Co Ltd (089970 KS) IPO. Link: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20180802000306 For more...
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APTC IPO Preview (Part 1): Beneficiary of SK Hynix's Localization of Semiconductor Equipment
Adaptive Plasma Technology Corp (APTC Co Ltd (089970 KS)) IPO is expected to be completed in the Korean stock market in August. This is one of the...
702 Views
TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
649 Views