Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
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Kokusai Electric Pre-IPO - Thoughts on Valuation
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about valuations.
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Memory Monitor: Micron Outperformed Through Earnings; Nanya Earnings Key for DRAM Bottoming View
We update our relative performance view for the three major Memory names. Also, look for Nanya Tech to provide color on the Memory cycle -- Will...
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Kokusai Electric Pre-IPO - Peer Comparison
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we undertake a peer...
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Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
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