Goodman Group Placement - Large Shareholder Looking to Raise US$1.2bn but Discount Is Tight
CIC is looking to raise around US$1.2bn, via selling around 2.6% of its stake in Goodman Group (GMG AU) , via a block trade. In this note, we run...
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Kioxia IPO - Should Price at the Top, Though Peers Are Still Correcting
Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. In this note, we talk about the IPO pricing.
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Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update
October 2024 update: Strong notebook shipments, LED orders rising, TSMC advancing technology, MiTAC plans to diversify, SMIC driving China's...
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Kioxia Pre-IPO - Thoughts on Valuations
At the final price range kioxia still offers enough upside even from the top-end, even after we apply a discount to its valuation versus its listed...
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Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.
Qualcomm-Intel deal speculation fades, Japan increases semiconductor subsidies, China's industry threatens South Korea, ChatGPT integration...
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