Nikon (7731 JP): FPD Lithography & Restructuring
A monopoly on 10.5G flat panel display (FPD) lithography systems combined with restructuring of its IC lithography, digital camera and other...
517 Views
Sunic System IPO Part 2 - Key Considerations for Bookbuilding
The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the...
1.2k Views
Samyang Optics IPO Part 1 - Schedule, Financials & Valuation
We will have another PE-owned company IPO. This time, Korea's another major local PE called VIG Partners (spun off from Vogo Fund) will IPO one of...
689 Views
Nikon (7731) – Introducing ROIC Targeting
Nikon Corp's (7731 JP) decision to move over to an ROIC-based business model sounds very impressive but, as it comes at a time when several of the...
341 Views
Best Pure Play on OLED. Â Key Revenue Drivers to Rebase in 2017/2018.
Universal Display Corp (OLED US) (UDC) is the best pure play on the upcoming acceleration of the OLED mobile adoption cycle, which after many years...
464 Views