Globalwafers

Globalwafers (6488.TT): Stock Price Can Go Higher Even If Siltronic Mergence Case Failed

Equity Bottom-Up
279 Views, 18 Jan 2022 23:07
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EXECUTIVE SUMMARY
  • We think the chance for GlobalWafers mergence case to have the final approval could be high. Even if it finally failed, the raw wafer supply should be full until 2024.
  • This deal was granted by seven governments and organizations already. And it is still under review of Chinese and Japanese governments.
  • The deal will not change the worldwide raw wafer supply status, especially such supply tightness. To our understanding, the secrets to achieve success are cost reduction and resource management mostly.
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Patrick Liao
Taiwan Tech Focused Senior Analyst
TaiwanInformation TechnologyEquities

Being invited, I joined Sellside, i.e. JPMorgan, Nomura and Macquarie, totally around 9-10 years. Before that, I joined ... 

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