Minieye Technology IPO: Valuation Multiples Appear Justified Given Top-Line Growth of 30%+
Minieye Technology, a rapidly growing provider of intelligent driving and cabin solutions in China, is expected to IPO this week. I examine a...
953 Views
Horizon Robotics (9660 HK) IPO: The Bull Case
The bull case rests on a large TAM, a blue-chip customer base, a robust backlog, a core business in good health, a high gross margin, and a strong...
762 Views
Aptiv Plc (APTV) - Friday, Jun 7, 2024
Aptiv is set to return around 20% of their market cap over the next 18 months, with potential upside in stock price despite negative sentiment...
192 Views
Tech Supply Chain Tracker (14-Jun-2024): India limits Chinese participation, woos Taiwanese investments.
India is pushing for restrictions on Chinese involvement, Taiwan is attracting investments, AWS is investing in Taiwan data centers, Elephantech...
379 Views
AGM Valuetronics (VALUE SP): Talking Points Remain Trial Production in Vietnam + M&A in N. America
On Monday the 22nd of July I attended the AGM of Valuetronics Holdings Ltd (VALUE SP) in Singapore. The meeting was attended by about 120...
542 Views