Hints and tips:
...Alibaba’s wild week It has been a roller-coaster ride for Alibaba Group Holding this week, events closely followed by Nikkei Asia’s Cissy Zhou....
...Ploss, whose customers include tier 1 auto suppliers Bosch, Continental and ZF, said the car industry could not expect chipmakers such as Infineon to “take all the risk of holding the inventory”....
...“We were holding longer-term discussions and that paid off,” Shibata said, adding that he still has regular calls with clients to track supply needs....
...In its effort to close the gap, Ford invested in electric vehicle start-up Rivian, holding a 12.1 per cent stake in the firm as it went public last week....
...Geely Auto is the main subsidiary of Geely Holding, one of China’s most ambitious carmakers and the owner of Volvo Cars and a minority stake in Daimler AG....
...Son has also had to shore up personal loans against his own stake in SoftBank, raising the collateral to about a third of his total holdings in the group....
...The Trump administration will review the “technical partnership” deal struck between Oracle and ByteDance before deciding whether to approve the agreement, Nvidia’s $40bn agreed purchase of Arm Holdings...
...Nippon Paint Holdings SECTOR: manufacturing / HQ: osaka, japan Masaaki Tanaka, chief executive of Nippon Paint Holdings since early 2020, engineered a complex $12bn deal in the middle of the pandemic with...
...Over in Germany, Lex says Metro AG is right to get out while it can. The European grocer is selling its lossmaking hypermarket chain Real but holding on to its wholesaling business....
...Total ETF holdings of gold are 20% higher than they were when we worried about positioning back in January....
...court in January approved the expropriation of some of Nippon Steel’s equity holdings in the country, related to claims over wartime labour....
...The moves are expected to dampen cross-border tie-ups, especially in the rapidly consolidating semiconductor industry....
...Siltronic, the German semiconductor wafer maker, led the Stoxx 600 gainers after setting 2018 guidance ahead of consensus expectations....
...One person familiar with RBR’s performance said it had suffered heavy recent losses on some of its holdings including Germany-listed Dialog Semiconductor, whose market value has halved in the last month....
...Japan is still home to a group of companies with a leading edge in technologies, including robotics and semiconductor chips....
...Semiconductor maker Infineon is among the biggest fallers. STMicroelectronics is also a leading faller, as is Logitech. National equities indices are weaker....
...Osram shares retreated as much as 5 per cent on Monday after a potential Chinese bidder said it has only had “preliminary contact” with the German lighting and semiconductor company....
...That total, compiled by boutique investment bank Grisons Peak, does not include proposed Chinese takeovers of Swiss agribusiness Syngenta and German semiconductor company Aixtron for $44bn and €670m, respectively...
...Nomura research analysts Yang Zhao and Wendy Chen also pointed to one-off events that may have helped drive up demand: In addition to automobiles and auto parts, imports of semiconductor products also increased...
...More recently, in July Japan’s SoftBank agreed to buy UK chip designer Arm Holdings for £24.3bn....
...Private equity groups Partners Group and Capvis Equity Partners will continue to hold 46 per cent, with management holding a further 3 per cent....
...Arm Holdings (Semiconductors) 17. LinkedIn (Technology) 18. Novartis (Biotech & Pharma) 19. HSBC (Finance) 20. Wells Fargo (Finance) 21. SABMiller (Consumer Goods) 22....
...A planned $23bn bid for chipmaker Micron by Tsinghua Unigroup, the Chinese state-owned semiconductor business, never got off the ground last year, in part because it was believed the deal would hit a regulatory...
...Investors argue the cross-holdings muddy the lines of responsibility between Industrivärden and Handelsbanken....
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