Discover Singapore: Frencken, Still at Discount to Peers After YTD Performance, 65% Upside to Be Had
Frencken Group Ltd (FRKN SP) is a global precision engineering company Key divisions are Mechatronics and IMS which sell products into automotive...
549 Views
KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
586 Views
Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions
Summary Solid 2H17: We expect 2Q beat and good 2H17 guidance to drive analysts to revise up their numbers on Intel. However, we remain our...
376 Views
Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
753 Views
Samsung Sold Shares in Four Tech Firms, ASML, Rambus, Seagate & Sharp - Interpretation?
Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are...
616 Views