Today, we are publishing the Semicap Equipment section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. 4Q25 semicap revenues increased 9% QoQ led by DRAM, while China...
We reiterate our Buy rating on BESI and raise our target price from €200 to €220 per share. Strength is driven by AI data centre-related applications 2.5D packaging and photonics. In our view this performance reinforces BESI's investment case, which is now supported by three key drivers: (1) Sustained AI-related demand for advanced packaging technologies; (2) A cyclical recovery in mainstream packaging after a prolonged downturn; and (3) Long-term growth underpinned by continued adoption of hybr...
Greater China Strategy | Alpha Picks: March Conviction Calls Chinese equities consolidated further in February, with the HSI and MSCI China Index declining 2.8% mom and 5.6% mom, respectively. March is expected to be volatile, as there are signs that the Middle East conflict could last for a while. We focus on names which have greater domestic exposure, adding Anta, China Duty Free, FII, Futu, Kuaishou and Tencent to our BUY list. Indonesia Strategy | Alpha Picks: Rotating To Commodities Amid M...
Eleven Directors at AF Gruppen ASA sold/bought 434,007 shares at 186.744NOK. The significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.