ASMP (522.HK): 4Q21 Results/ 1Q22 Outlook- It’s a Record Q1 at the Mid-Point of Guidance.

ASMP (522.HK): 1Q22 Results and 2Q22 Forecast- A Warm up in 2022 and It Should Be Another Hike in 3Q

ASMP (522.HK):  Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO Inc (9866 HK).

Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA

Fundamental Factors to Consider When Trading ASM PT and ASMI

Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

<p>With speculation regarding ASM PT going private <a href="https://www.nasdaq.com/articles/exclusive-hong-kong-listed-semiconductor-maker-asm-pacific-plans-to-go-private-sources" target="_blank" rel="noopener">emerging</a> we provide below, an examination of the company’s valuation history and its multiples compared to a variety of peers. Our analysis suggests that if the company is indeed subject to an offer, relatively significant upside remains.</p>

With speculation regarding ASM PT going private emerging we provide below, an examination of the company’s valuation history and its multiples compared to a variety of peers. Our analysis suggests that if the company is indeed subject to an offer, relatively significant upside remains.

ASM Pacific Technology

ASM Pacific – Valuations Vs. Peers