U.S. Equity Strategy: Markets on the Mend, Still Not at Full Health
Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook....
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U.S. Equity Strategy: XLF Support Holding; Large-Cap Health Care Perks Up
The S&P 500 is poised to retest the 2,790-2,800 horizontal resistance level that we have highlighted in previous reports. A bullish short-term...
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Bright Future Ahead for MLCC Market Amidst Increasing Electrification in Key Industries
Supply shortages for MLCCs (multi-layer ceramic capacitors) to continue into 2019 and beyond driven by unexpected increases in content per device...
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Chilisin - Yageo: Taiwan Scrip Deal Trading Wide
$9+bn market cap Taiwanese passive component blue chip YAGEO agreed to acquire smaller-cap inductor maker Chilisin in a scrip takeover. The spread...
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(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
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