Valuation and Toshiba Memory's IPO Chances
The FT reported yesterday that Toshiba maintained the possibility of an IPO for its memory unit as a backup plan in the event that antitrust...
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MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018
What degree of the estimate cut likely coming? Lower 1H18 sales: Bloomberg consensus expects Mediatek Inc (2454 TT) 1Q18 sales of -6% q/q and 1%...
494 Views
Semiconductor Bellwether ASML Reaps The Rewards Of Its Unique EUV Lithography Capability
ASML Holding NV (ASML NA) is the world's leading manufacturer of lithography systems for semiconductor manufacturing. They are the only company in...
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EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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Huami IPO Preview: An Unprofitable Company Masquerading as a Profitable One
Hot on the heels of the upcoming blockbuster Xiaomi Corp (XIAOMZ CH) IPO, Huami filed for an IPO in the US to raise $150 million on 12 January. It...
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