Potential WDC Breakup, Positive Implications
WDC may be considering breaking up its HDD and NAND flash business. Ā Find out how these separate businesses might fare on their own.
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Intel's Memory Business Sale.Ā Does It Make Sense?
The Wall Street journal today published a leak that Intel and SK hynix are in
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Toshiba ā Kioxiaās Postponed IPO Is NOT About US-China Tensions and That Means More Downside Risk
The Nikkei reported today that Kioxia would be postponing its much-anticipated IPO due to US-China tensions. That is an interesting fig-leaf in our...
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ECM Weekly (27 September 2020) - Ant Group, Chindata, SCG Packaging, JHBP/Genor, Neuedu, UTI AMC
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Deal...
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