Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Equity Capital Markets

Sunic System Ltd. / Equity Capital Markets

<p>The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the small-sized OLED panel production lines that will be housed in LGD's P10. Samsung Display won't do business with Sunic any time soon. In addition, those Chinese and Taiwanese display makers are still some years aways from turning to 6GH. Of course, mid capacity equipment is also an important element for Sunic's overall sales performance. But its success with this product segment also highly depends on its success in the large capacity equipment market since this allows Sunic to gain further trust even from mid capacity equipment buyers. So once again, the whole focus of this IPO bookbuilding is whether Sunic can get orders from LGD for P10 and if so how many.</p>

The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the small-sized OLED panel production lines that will be housed in LGD's P10. Samsung Display won't do business with Sunic any time soon. In addition, those Chinese and Taiwanese display makers are still some years aways from turning to 6GH. Of course, mid capacity equipment is also an important element for Sunic's overall sales performance. But its success with this product segment also highly depends on its success in the large capacity equipment market since this allows Sunic to gain further trust even from mid capacity equipment buyers. So once again, the whole focus of this IPO bookbuilding is whether Sunic can get orders from LGD for P10 and if so how many.

Sunic System IPO Part 2 - Key Considerations for Bookbuilding

Taiwan

Wisechip Semiconductor Inc. is an optic-electrical manufacturer. The Company develops and manufactures organic light emitting diodes.

Wisechip Semiconductor (5245 TT)

Sunic System IPO Part 2 - Key Considerations for Bookbuilding

The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the...

Sanghyun Park