Nvidia: Jan-25 Beat, Apr-25 Beat, Blackwell Demand Is “extraordinary“, Gross Margins Will Improve
CEO anticipates strong demand growth with significant investments in data centers. AI models are improving with increased computing power. Stock...
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What Do Detailed 2024 Semi Stats Tell Us?
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
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What Is NPS Buying and Selling in the Korean Stock Market in 2025 So Far?
One of the big drivers of higher share prices of Korean stock market this year has been the strong net buying by the NPS. Pension funds in Korea...
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