Kokusai Electric IPO: The Bull Case
The key elements of the bull case rest on a leading market share, strong IP, healthy forward revenue indicators, increasing recurring service...
849 Views
ASMPT (522 HK): PAG Potential Privatisation?
Bloomberg reported that PAG and other parties have expressed interest in taking ASMPT private. Peers and historical multiples imply a fair price...
1k Views
Pentamaster Corp (PENT MK): Good Story, at What Price?
The shares have had a strong run and the valuation looks full compared to peers and historical multiples. We like the fundamentals and would be...
648 Views
What to Expect from the June 30 Micron Earnings Call
Micron Technology is poised to disclose strong growth and earnings in tomorrow's quarterly call. This Smartkarma Insight provides four reasons why.
480 Views
ASM Pacific – Valuations Vs. Peers
With speculation regarding ASM PT going private emerging we provide below, an examination of the company’s valuation history and its multiples...
662 Views