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ENTITY
SMARTSCORE: 3/5
Kioxia Holdings

Kioxia Holdings (285A JP)

221
Analysis
Information TechnologyJapan
Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings also operates group management strategy formulation and management.
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bearishKioxia Holdings
01 Dec 2024 07:51

Kioxia (285A JP) IPO: The Bear Case

The bear case rests on unrealistic long-term financial model assumptions, market share losses, high customer concentration risk, volatile gross...

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bearishKioxia Holdings
28 Nov 2024 11:16

Kioxia IPO: Initial Thoughts on Financials and Valuation

​Kioxia's IPO is timely as earnings have almost approached the cycle peak, but the proposed valuation is at a huge discount to what Bain paid six...

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bullishKioxia Holdings
28 Nov 2024 08:02

Kioxia (285A JP) IPO: The Bull Case

The bull case rests on an attractive market opportunity, a return to revenue growth, margins close to all-time highs, a favourable cash conversion...

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bullishKioxia Holdings
28 Nov 2024 02:35

Kioxia Pre-IPO - Peer Comparison

Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we undertake a peer...

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bearishKioxia Holdings
27 Nov 2024 02:37

Kioxia Part 2: Financials (Under-Investments, Razor-Thin FCF), Valuations (Memory Cycle Has Peaked)

​Kioxia's underinvestment in Capex and R&D due to low Free Cash Flow, which also makes repaying debt impossible. Significant valuations discount...

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