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2 weeks ago | 
smartkarma.com | Smartkarma Content |Vincent Fernando |Jim Handy |Patrick Liao
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. What TSMC’s 1Q25 Results Reveal About the Future of Chipmaking in the U.S. (Structural Long) TSMC’s Arizona Yield Success Silences Doubts: Management confirmed first U.S. fab has achieved yields comparable to Taiwan, validating global replication model and reinforcing alignment with U.S. clients like Apple, Nvidia.
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2 months ago | 
smartkarma.com | Smartkarma Content |William Keating |Vincent Fernando |Jim Handy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Silicon Wafers. Is It Time To Invest? Worldwide silicon wafer shipments decreased by 2.7% to 12,266 million square inches in 2024, details here. This follows a 14.3% decline in the prior year.
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2 months ago | 
smartkarma.com | Smartkarma Content |Vincent Fernando |William Keating |Jim Handy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Spread Falls From Elevated Level; UMC & ASE Discount OpportunityTSMC: +17.2% Premium; Wait for Lower Levels Before Going LongUMC: -1.9% Discount; Can Consider Going Long the Spread at Current LevelASE: -0.6% Discount; Discount is Opportunity to Long the Spread2.
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Feb 2, 2025 | 
smartkarma.com | Smartkarma Content |William Keating |Vincent Fernando |Jim Handy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. DeepSeek R1. Ahem, This Is Awkward.. DeepSeek’s R1 is a game changer that’s taken the world by storm. It’s a fantastic accomplishment by a Chinese team and a huge endorsement of the open source approachUS competitors have egg on their faces now, but they will adapt.
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Jan 31, 2025 | 
smartkarma.com | Smartkarma Content
EntityInsightsAnalyticsNewsDiscussionFilingsReports
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Jan 26, 2025 | 
smartkarma.com | Smartkarma Content |Sanghyun Park |Ke Yan |Aequitas Research
1. Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to ExpectWe might see a liquidity crunch post-listing, with tighter regulations and mandatory holding drying up liquidity, causing more volatile price swings. Big local players with heavy lock-ups will take a large allocation, creating significant overhang risk at the six-month mark. Stronger IPO eligibility boosts costs, pushing funds toward riskier trades. Overall, this feels like a quick fix.
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Jan 26, 2025 | 
smartkarma.com | Smartkarma Content |Brian Freitas |Travis Lundy |David Blennerhassett
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. ZTO Express (2057 HK): On Track for Double (Maybe Triple) Index InclusionWith improved liquidity, ZTO Express Cayman (2057 HK) could be added to the HSCEI INDEX early March and then to a global index a couple of weeks later. ZTO Express Cayman (2057 HK) is a lower probability inclusion to the Hang Seng Index (HSI INDEX) given the index committee discretion.
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Jan 19, 2025 | 
smartkarma.com | Smartkarma Content |Sumeet Singh |Aequitas Research |Daniel Hellberg
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. Aequitas 2025 Asia IPO Pipeline – ASEAN, ANZ, ADRsIn this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs. This list has been compiled on a best effort basis from tracking the company filings and through various other sources. The deals you see in this note are only a part of our full IPO pipeline tracker.
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Jan 19, 2025 | 
smartkarma.com | Smartkarma Content |Brian Freitas |David Blennerhassett |Travis Lundy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Nikkei 225 Index Rebalance Preview (Mar 2025): SHIFT Splits; Updated Ranking, Capping & FundingThe review period for the Nikkei 225 Index March rebalance ends in 3 weeks. There could be one outright change and one or two others driven by sector balance.
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Jan 12, 2025 | 
smartkarma.com | Smartkarma Content |Arun George |Andrei Zakharov |Clarence Chu
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. LG CNS IPO: Valuation Insights LG CNS (LGCNSZ KS), the IT service unit of LG Corp (003550 KS), seeks to raise up to US$837 million through a primary/secondary offering. We previously discussed the IPO in LG CNS IPO: The Bull Case and LG CNS IPO: The Bear Case. We examine the syndicate’s valuation methodology.
