Asia’s “Boring Tech” Rerating: Memory, Components & AI Infrastructure
Asia's tech rally focuses on storage, memory, and components as AI infrastructure enablers, with valuation gaps offering opportunities but risks...
409 Views
Japan Morning Connection: Markets Plateauing Ahead of Fed, but Semi's Still Managing to Tick Higher
Apple suppliers sent higher after announcement of Apple involvement with IC packaging. Power and industrial semi's shaking off China's anti-dumping...
285 Views
Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown
Apple and its suppliers pulled lower. Laggards in the SPE space should get a lift after Oracle's big jump in late trading. A pullback in...
235 Views
Nota IPO Valuation Analysis
Our base case valuation of Nota suggests target price of 11,948 won per share, which represents 31% higher than the high end of the IPO price range...
390 Views
Nota IPO Preview
Nota is getting ready to complete its IPO on KOSDAQ in September. Nota provides technology that enables the efficient operation of high-performance...
453 Views