Lens Technology IPO (Hong Kong) Valuation Analysis
Our base case valuation of Lens Technology is market cap of 146 billion CNY based on P/E of 24.9x our estimated net profit of 5.8 billion CNY in...
996 Views
Tech Supply Chain Tracker (22-Mar-2025): Wingtech sells ODM assets to Luxshare.
Wingtech sells ODM assets to Luxshare, PLI scheme misses goals in India, Taiwan IPC industry impacted by tariffs, Foxconn remains silent on...
941 Views
Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open
Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...
1.1k Views
Tech Supply Chain Tracker (17-Jan-2025): Apple's supply chain shifts to India and China.
Apple, Huawei, TSMC, and Acer make moves in the tech industry while US-India tech ties face challenges and Trump's response to economic crisis...
479 Views
Tech Supply Chain Tracker (16-Jan-2025): Infineon builds new fab in Thailand
Infineon expands in Thailand, Biden's AI rules spark discussion, EU urges Trump to lift export ban, Indichip & Yitoa to build SiC fab in India, CES...
384 Views