Global Wafer Corp (6488 TT): Imminent Industry Consolidation a Positive; Company Visit Note Summary
Global Wafer (6488 TT): Purchase of Sun Edison Semi (Semi US) will move GWC to #3 global supplier and 17% market share, after Shin-Etsu and Sumco...
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Sumco (3436 JP) - Raising capital for capex and shares redemption. Take the deal
Sumco along with Nippon Steel and Mitsubishi Materials plan to undertake a combined primary cum secondary placement for ~US$1.2bn. We would take...
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