EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Tomen Devices (2737)

Technology

JapaneseIPO.com

TD trades at levels implying investors value its operating business at near zero, reflecting deep scepticism about growth and profitability amid dependence on Samsung and exposure to memory price volatility. While these risks are real, Yuka Marosek argues they are already priced in and TD’s close ties to Samsung Japan and Toyota Tsusho provide stability and long-term relevance. Expansion into automotive and server / storage markets, supported by rising AI-driven demand for memory, offers potential for improved margins and diversification. Toyota Tsusho owns 50.1% of TD and Yuka wonders if Tsusho might eventually absorb the entire company - if Samsung allows it.

Edition: 222

- 17 October, 2025


AI: Scepticism’s turn

Radio Free Mobile

The last week has seen AI sceptics jumping up and down about a coming crash, but Richard Windsor sees them citing data that is misleading. One reason was the MIT study, which claimed that 95% of AI projects failed to yield benefits, but the report also said that great benefits can come when such projects are implemented correctly. So, the sceptics may be wrong, but not nearly as wrong as those who believe superintelligent machines are soon to be among us. Richard sees the idea of $200bn/yr in revenue for OpenAI by 2030 as preposterous, and sees a correction coming, but it won’t be a crash on the scale as the AI sceptics claim. Hyper valued companies burning through money will get into real trouble, but the picks and shovels like Nvidia, Nebius, Micron, SK Hynix, Samsung and Qualcomm and so on are likely to continue to do well. Richard continues to hold the latter two.

Edition: 221

- 03 October, 2025


Micron (MU)

Technology

Arete Research

Despite a solid Q3 beat and raise, MU shares fell on misplaced concerns over HBM oversupply. Arete sees strong FY26 growth, with HBM projected to reach ~40% of DRAM sales by late 2026, reinforcing MU’s status as an essential yet still undervalued AI stock. Nvidia continues to request additional HBM and potential resumption of H20E (with HBM3E-8Hi) sales could act as a catalyst for further global supply tightening. MU must demonstrate HBM4 competitiveness (16-layer stacking capability) within 6-8 months to ease investor concerns. Arete also expects MU to gain eSSD market share at the expense of Samsung and SK Hynix. A combination of stable traditional DRAM pricing and rising HBM mix to drive a 63% Y/Y rise in FY26 EPS to $12.78. TP increased to $150 (35% upside).

Edition: 216

- 25 July, 2025


Seoul mates: Korean sustainability plays

Sustainable Market Strategies

As the global economy stands at an inflection point, South Korea potentially stands to emerge as a relative winner from deglobalisation. First, Korean firms dominate the global battery supply chain outside of China, with long-term optimism is growing in the industry. Second, South Korea is also an underappreciated nuclear powerhouse, and is now leveraging trade realignments to its advantage, with plenty of room for firms to export their expertise to other markets. Third, Korean firms have quietly become world leaders in desalinisation and water purification tech and are winning contracts that would have otherwise gone to China. For sustainability-minded investors, Korea offers a unique sweet spot: exposure to critical green technologies without the geopolitical baggage of China at reasonable valuations relative to US or European pure-plays in these areas. Their top picks are Samsung E&A, Doosan Enerbility and LG Energy Solution.

Edition: 210

- 02 May, 2025


Big Tech: Asia vs. US - Samsung spoils the chase

Technology

Crystal Shore Alpha

2024 was a banner year for mega-cap US Tech companies, with Apple, Nvidia, Microsoft, Amazon and Meta rising a collective +64%. Were it not for Samsung Electronics crashing -41%, Asia’s mega-cap Tech companies (TSMC, Tencent, Samsung, Alibaba and Meituan) would have almost matched their US peers: +61% collective return (USD) without Samsung but +40% with Samsung. The good news: rolling into 2025, Crystal Shore has a positive risk rating on all 5 Asian Tech companies. Even Samsung.

Edition: 202

- 10 January, 2025


Active GEM Funds: Positioning insights

Copley Fund Research

Steven Holden highlights 3 key investment themes across his Global Emerging Market fund universe: 1) Average exposure to South Korea has plummeted to 15-year lows of 9.25%. Net outflows of $2bn and a significant reduction in exposure to Samsung Electronics have collectively driven South Korean exposure down by -1.75% over the past six months. 2) Real Estate exposure is rebounding. The percentage of funds invested has risen to 76.7%, nearing a 5-year high, with average weights and benchmark metrics at their highest levels in 10 years. 3) South African Financials are experiencing a resurgence with 69.54% of funds now holding exposure - the highest percentage in 4.5 years.

Edition: 202

- 10 January, 2025


Samsung Electronics (005930 KS)

Technology

Propitious Research

Quality Gen AI play trading at a discount - Samsung has witnessed a strong recovery in its most important end markets, including global smartphone demand and memory-related semiconductor prices. However, following the recent correction, the stock now trades on an 8.9x NTM PE ratio (7.2x ex-cash), which is more than one standard deviation below its 5-year historic average trading range and a level which has historically proved to be an excellent buying point. Samsung also trades at a discount to its global peer group on both a forward PE ratio and growth adjusted PEG ratio basis, despite a relatively stronger balance sheet (net cash at 19% of M/Cap). A further improvement in returns and a peak in the Capex cycle should support a further re-rating in the valuation.

Edition: 195

- 20 September, 2024


Qualcomm (QCOM)

Technology

Radio Free Mobile

Preliminary results from Samsung combined with TSMC’s monthly revenue disclosure gives Richard Windsor increased confidence that the inventory correction has come to an end. Of all the component suppliers, QCOM is now trading at the bottom of its peer group in terms of PER ratio which demonstrates just how short-term the market thinks. There is no end in sight to its sales of 5G modems to Apple, it is winning enough deals in automotive to seriously disturb Mobileye and it is very well positioned for the Metaverse when or if it takes off. From a long-term valuation perspective, the shares are on sale.

Edition: 171

- 13 October, 2023


Novatek Microelectronics (3034 TT)

Technology

AceCamp International

3Q23 guidance misses expectations due to intensified pricing competition in smartphone OLED driver IC and AceCamp’s industry surveys reveal Chinese peers could gain additional market share as a result of accelerated localisation of smartphone components. Compounding matters, Samsung will also soon begin selling its OLED driver IC to Chinese smartphone makers. AceCamp believes Novatek could have only 15-20% unit market share in Apple’s OLED driver IC orders in 2024 (vs. consensus estimates of 30-40%). Their 2024/25 EPS forecasts are 30-40% below consensus; valuing the stock at 10-13x 2024/25 PE, implies 40%+ downside.

Edition: 167

- 18 August, 2023


Samsung Electronics (005930 KS)

Technology

Copley Fund Research

Return of the king - after a brief flirt with underweight in late 2022, active Asia Ex-Japan managers have rotated back into Samsung, pushing allocations towards record highs. It captured the largest increase in average holding weight and the largest increase in net overweight over the last 6 months. It also saw the joint 4th largest increase in the percentage of funds with outright ownership (was eclipsed by Meituan, Trip.com and BYD). Samsung has cemented itself as one of the highest conviction holdings in the Asia Ex-Japan region right now.

Edition: 164

- 07 July, 2023


In-house modem development is tougher than it looks

Inflection Point Research, LLC

The blogosphere continues to buzz that Apple's in-house modem will not ship in 2023 and the iPhone 15 will ship with 100% Qualcomm silicon - while Michael Fox does not believe AAPL has “failed”, it is proving to be more difficult than Johny Srouji and his team anticipated. AAPL highly unlikely to risk all-important iPhone franchise on first-generation internal silicon; will begin the switch with iPads / Macbooks which have simpler use models. As with AAPL, Samsung continues to struggle with its LSI modem. Despite years of experience with developing / shipping in-house modems, design flaws could push the company to ship all 2023 Galaxy S models with QCOM modems.

Edition: 140

- 22 July, 2022


WuXi Biologics (2269 HK)

Healthcare

Entext

Biologics key play on Pharma moving to ‘Fabless’ outsourced manufacturing model - an increasing number of Biotech / Pharma companies are choosing to outsource production facilities to avoid navigating the increasingly challenging regulatory landscape on their own. By combining a CRO and CDMO business model, the result is a full-scale CRDMO providing a completely integrated suite of end-to-end pharma solutions, WuXi (and Samsung Biologics) are both in this elite category. At the end of 2021, WuXi had already secured 60 integrated projects from customers worldwide (+50% y/y). The recent share price sell-off on US sanction fears is overdone.

Edition: 132

- 01 April, 2022


FDA Aducanumab Approval - Calculating the CDMO Windfall

Healthcare

Intron Health

Intron Health have conducted a detailed analysis which shows how much aducanumab will need to be produced, who the winners are likely to be and the revenue uplift - they estimate that there are ~30m potential patients and a need for ~30,000kg of aducanumab. Biogen will only be able to produce ~25% of the quantity required, the rest will go to CDMOs. Biggest beneficiaries include Lonza (could see a 14% EBIT benefit and an 11% sales uplift vs. Intron’s 2024 forecasts) and Samsung Bio (potential 37% uplift to EBIT).

Edition: 112

- 11 June, 2021