✨ 21 Jan 2022 | Value Investing Substack NEWS

BCG COVID-19 2022 report, Asianometry discusses ASML's post-EUV future, Bloomberg still thinks SEA Ltd isn't cheap, Ant Group corruption scandal, M6.6 earthquake rocks Japan, Austria's vaccine mandate

Jan 22

HIGHLIGHTS

Click the link below to download this PDF:

220120 Bcg Executive Perspectives 2022 Covid Omicron Factbase

3.83MB ∙ PDF File

SUBSTACKS + BLOGS + TWITTER

Advanced Packaging Part 3 – Intel’s Curious Bet on Thermocompression Bonding, ASM Pacific, Kulicke and Soffa, and Besi TCB Tool Landscape

In part 1 of this series, we discussed the need for advanced packaging and a basic overview. In part 2, we discussed the major types that are offered with an emphasis logic offerings, but also delving into memory and image sensors. In part 3, we will discuss thermocompression bonding (TCB) and the 3 major tool players in this landscape, ASM Pacific, Kulicke and Soffa, and Besi. Thermocompression bonding is an evolution of the standard flip chip process, but involves many advantages and disadvantages which we will discuss here…

4 months ago · 2 likes · Dylan Patel

“The opposite of love is not hate, it’s indifference.” - Elie Wiesel It’s something I quoted the other day as I chatted with another investor on a call about oil. I was specifically referring to energy and the underinvestment in the space. Not just in capex, but the overall indifference to energy producers. How do we know there’s indifference in the e…

4 months ago · 44 likes · Open Insights

LINKS

Stock Markets:

Halving Its Market Value Doesn't Make Sea Ltd. Cheap (ASEAN - E-commerce)
Jack Ma’s Ant Group implicated in corruption scandal by Chinese state media | Financial Times (China - Ecommerce)
Considerations for a post-pandemic aviation industry in Malaysia (Malaysia - Airlines)
Overdue payment: Is Sapura Energy facing dire cash flow impediment? (Malaysia - O&G)

News & Others:

MEDIA

Macro

News & Others

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