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1 month 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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1 month 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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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. 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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2 months ago | 
smartkarma.com | Smartkarma Content
EntityInsightsAnalyticsNewsDiscussionFilingsReports
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2 months ago | 
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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2 months ago | 
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.
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Jan 12, 2025 | 
smartkarma.com | Smartkarma Content |Brian Freitas |Travis Lundy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Jiangsu Hengrui Pharma (600276 CH): Index Inclusion Post H-Share Listing Jiangsu Hengrui Medicine (600276 CH) has filed for a listing on the HKEX (388 HK) and reports indicate that the raise will be at least US$2bn. In line with the Midea Group (300 HK) and S.F. Holding (6936 HK) H-share listings, the discount on the H-shares could be in the 20-25% range.
