Leroy Groffier
@LeroyGroffier
the action is the juice
参加 March 2017
778 フォロー中 1.6K ファン
CHINA SEMI LOCALIZATION plays going vertical today: AMEC 688012, NAURA 002371, ACMR 688082, and lesser known back-end equip play Hwatsing 688120. Theme gaining momentum on govt support, CXMT IPO, and I can't see many obstacles in near term. MS adding Naura to APxJ focus list today. Notes on AMEC, China's Lam:
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