Silergy (6415.TT): Strong May Revenue Growth of 30.6% YoY.
Silergy Corp sees strong revenue growth, Texas Instruments to raise prices in July, investors advised to buy aggressively during market correction.
141 Views
SG Micro H Share Listing: The Investment Case
SG Micro, a leading analog IC company in China, is pre-marketing an H-Share listing to raise US$600-800 million. In this note, I discuss the...
170 Views
SG Micro Corp H-Share Listing: Early Thoughts
Often called the Chinese equivalent of Texas Instruments, SG Micro Corp has filed for a HKEx listing to raise around US$800m.
157 Views
U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
574 Views
July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
521 Views