Renesas Placement - Very Well Flagged, past Deals Have Done Well but Large Size Warrants Correction
Renesas, along with INCJ, aims to raise around US$3.4bn via selling a mix of primary and secondary shares. The current deal would be of somewhat...
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Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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Last Week in Event SPACE: Intouch, Toshiba, Orocobre/Galaxy, Tilt, Primewest/Centuria, Huarong
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Renesas/Dialog: Update and Spread
Gross spread (19 April) is 4.6%, about 9% annual spread considering less than six months to close, relatively high in comparison with recent...
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Renesas – Not Just About the Auto Side
Renesas Electronics posted strong 4Q numbers and punchy 1Q guidance setting the stage for a very strong 2021 as automotive, white goods and factory...
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