Suzhou Novosense A/H Listing - Strong Growth but Lacks Margin Stability
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, aims to raise around US$285m in its H-share listing. In this note, we talk...
337 Views
Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec
Sentiment for all things AI back on the rise, boosting glass fiber makers. A rebound for memory and Japanese SPE names. Kioxia may keep rising...
225 Views
Suzhou Novosense A/H Listing - Growth Has Been Strong but Margins Weak
The deal is now live with the company looking to raise a smaller amount of US$285m, as expected. We will follow-up with another note looking at...
512 Views
Japan Morning Connection: Kioxia Weakness Unlikely to Last with Bain's 36m Shs Sale a Blip at Best
Big moves up from semi-cap names bodes well for Japan SPE, with Ibiden as a dip buying candidate. Kioxia may find support trading close to its 50...
624 Views
Japan Morning Connection: New Potential Fed Chairman Likely to Add Another Voice for 50 Bps Cut
NVDA and AMD fell lower with competition in AI chips, Bain plans to sell part of Kioxia stake, Socionext seems to have lost connection as a Google...
213 Views