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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Kioxoa Pre-IPO - The Negatives - Still a Follower of the Cycle
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the not-so...
612 Views
Kioxoa Pre-IPO - The Positives - Among the Leaders in Its Space
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the...
449 Views
Kioxia IPO Early Re-Look - Better Placed This Time Around
The deal is now live, with Kioxia looking to raise around around US$700m at a valuation of around US$4.8bn. We've had a early look at the deal in...
807 Views
NVIDIA: Waiting on Blackwell, and the Networking Question
Nvidia posted earnings yesterday, and guidance was light of buy-side bogeys. I’m not going to step into the mind game of bogeys here, but there...
671 Views