NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung

APAC IPOs & Placements

Zhen Zhou, Toh

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Nanya Technology / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/20875" target="_blank" data-smartkarma-citation="entities:20875:1">Formosa Petrochemical Corp (6505 TT)</a> and <a href="https://www.smartkarma.com/entities/20811" target="_blank" data-smartkarma-citation="entities:20811:1">Formosa Plastics Corp (1301 TT)</a> is looking to sell US$159m worth of <a href="https://www.smartkarma.com/entities/3269" target="_blank" data-smartkarma-citation="entities:3269:1">Nanya Technology Corp (2408 TT)</a> shares, representing 2% of total outstanding shares (60m shares). Post-sale, Formosa Petro will continue to hold about 11% of Nanya Tech.</p><p>The deal scores positively on our framework owing to strong price and earnings momentum. Its recent results have also done well, with sales, operating income rising 30.3% and 512% YoY. DRAM prices are also expected to…</p>

Formosa Petrochemical Corp (6505 TT) and Formosa Plastics Corp (1301 TT) is looking to sell US$159m worth of Nanya Technology Corp (2408 TT) shares, representing 2% of total outstanding shares (60m shares). Post-sale, Formosa Petro will continue to hold about 11% of Nanya Tech.The deal scores positively on our framework owing to strong price and earnings momentum. Its recent results have also done well, with sales, operating income rising 30.3% and 512% YoY. DRAM prices are also expected to…

南亜科技の配置 - DRAM価格の勢いは強い模様。第4四半期の平均販売価格は成長軌道に