Workflow
Long - term capital appreciation
icon
搜索文档
ASM International: AI CapEx Trends Are Giving Solid Visibility
Seeking Alpha· 2025-07-10 18:32
半导体沉积设备行业 - 半导体沉积设备市场规模超过270亿美元 占整个晶圆制造市场1000亿美元以上的重要部分 [1] - ASM International NV在该市场提供设备及相关服务 股票代码OTCQX:ASMIY [1] 投资研究框架 - 重点关注能在当今地缘政治中发挥作用的科技公司 尤其重视知识产权优势 [1] - 投资风格偏向成长型中盘股 主要覆盖生物技术 计算机芯片 云技术 能源和大宗商品领域 [1] - 采用自上而下与自下而上相结合的分析方法 特别关注商业案例风险 [1] - 系统性分析资产负债表 对成长型企业进行融资压力测试 [1] - 投资目标为长期资本增值而非短期投机 [1]
Financial Results for the First Quarter of 2025
Globenewswire· 2025-05-14 05:00
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES TORONTO, May 13, 2025 (GLOBE NEWSWIRE) -- Helios Fairfax Partners Corporation (TSX: HFPC.U) today announced its financial results for the three months ended March 31, 2025. All dollar amounts in this news release are expressed in U.S. dollars except as otherwise noted. The financial results are derived from the interim consolidated financial statements prepared in accordance with International Financial Reporting Standa ...