Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
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Primer: Meiko Electronics (6787 JP) - Aug 2026
Meiko Electronics is a global leader in the automotive PCB sector, poised to capitalize on the accelerating adoption of electric vehicles (EVs)...
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Dynamic Electronics (超颖电子) A+H Pre-IPO: Early Thoughts
Dynamic Electronics is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts...
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Kinwong Electronic H Share Listing (3228 HK): Valuation Insights
Kinwong Electronic is a global printed circuit board (PCB) manufacturer seeking to raise up to US$653 million. In this note, I present my forecasts...
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Shenzhen Kinwong Electronic IPO: Diversified Circuitry Coming Into Play
Kinwong Electronic launched IPO to raise HK$ 5.1B for R&D, expanding production etc. Focus on cost optimization, price competitiveness and high...
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