HSTECH Index: Market Consultation Conclusions, Updated Potential Adds & The Borderline Names
Introduction/tightening of revenue/liquidity criteria changes the list of potential adds. Estimated one-way turnover at the Dec rebalance is 14.2%...
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Applied Materials Buys ASMPT’s NEXX Problem Child For $120M
ASMPT is not divesting a crown jewel. It is divesting a cash drain, at roughly book value, to a buyer willing to pay up because NEXX fits a...
265 Views
ASMPT Q126. Exploding On AI Demand
Planned NEXX divestiture, potential (lower margin) SMT divestiture, new CEO incoming, BESI M&A premium and soaring AI demand all drove a >100%...
341 Views
Primer: ASM Pacific Technology (522 HK) - Apr 2026
ASMPT is a global leader in the semiconductor back-end assembly and packaging equipment market, as well as the Surface Mount Technology (SMT)...
136 Views
Quiddity Leaderboard HSTECH Dec26: New Rules Confirmed with Some Modifications; Latest Expectations
There could be more than 5x ADV to buy for the top 5 expected ADDs. Many other names have more than 1x ADV to trade. The flow expectations can...
120 Views