Global Mobility/Transport, Equity Long-Short

Mo Aziz

Capital market veteran with 23 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Equity Capital Markets

<ul>
<li>A Pure-Play Malaysian Silicon IP House Positioned at the Core of AI Compute Bottlenecks – Memory, Interconnect, and Architecture</li>
<li>High-Margin, Asset-Light Model with Emerging ASIC Upside; Execution Risk Lies in Technology Cycles and Scaling Complexity</li>
<li>Fair value of RM0.80 based on 26.6x FY27F PER, implying ~10% discount to global peers, reflecting early-stage ASIC exposure and smaller market capitalisation.</li>
</ul>


A Pure-Play Malaysian Silicon IP House Positioned at the Core of AI Compute Bottlenecks – Memory, Interconnect, and Architecture
High-Margin, Asset-Light Model with Emerging ASIC Upside; Execution Risk Lies in Technology Cycles and Scaling Complexity
Fair value of RM0.80 based on 26.6x FY27F PER, implying ~10% discount to global peers, reflecting early-stage ASIC exposure and smaller market capitalisation.


SkyeChip(SKY MK) IPO 전 분석 보고서: AI의 숨겨진 병목 현상 해소를 통한 수익 창출 – 메모리, 상호 연결 및 IP

SkyeChips

SkyeChip(SKY MK) IPO 전 분석 보고서: AI의 숨겨진 병목 현상 해소를 통한 수익 창출 – 메모리, 상호 연결 및 IP