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Aeva – Non deal London Roadshow with CEO & CFO, Soroush Salehian & Saurabh Sinha

May 12, 2022

Hosted by Pierre Ferragu

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Please contact sales to discuss participation.

Technology Research

April 25, 2024

STM 1Q24: Auto & industrial cycles hit

By Pierre Ferragu
April 25, 2024

LAM 3FQ24: Recovery on track, but limited near-term upside. Neutral, $960.

By Pierre Ferragu
April 25, 2024

Meta 2024 capex guide raised further, improving visibility on 2025.

By Pierre Ferragu
April 25, 2024

SK Hynix 1Q24 – strong demand; limited supply growth. Cycle thesis playing out.

By Pierre Ferragu
April 25, 2024

Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact.

By Pierre Ferragu

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