Shanghai has valued a small but profitable robot maker above Figure AI, Baidu and JD.com. The multiple, not the machines, is the number to check.
Perspective Coverage
9 publishers
- Builder
- Builder 18%
- Operator
- Operator 29%
- Investor
- Investor 53%
Reality
- Evidence62
- Adoption35
- Hype gap+55
- Incentives58
- Confidence60
Celltrion Healthcare's 1.0088 trillion won in 2017 still stands alone, and Yanolja, Viva Republica and Galaxy Corporation are all pursuing US listings while KOSDAQ turnover runs at less than half January's.
Reality
- Evidence34
- Adoption
- Insufficient
- Hype gap+28
- Incentives62
- Confidence38
Park Hyeon-joo wants corporate tax relief to keep companies on Korea's growth board, though the exodus he cites runs at under two firms a year while 92.53% of market capitalisation, and the buyers with it, sits on the KOSPI.
Reality
- Evidence48
- Adoption15
- Hype gap+34
- Incentives72
- Confidence52
Counterpoint puts the first-quarter DRAM contract jump at 80% to 90% and TrendForce sees 13% to 18% more in the third, which is how Marvell gets memory to 30% of hyperscaler spend against about 8% two years ago.
Reality
- Evidence42
- Adoption61
- Hype gap+24
- Incentives71
- Confidence45
The payments company says it will be IPO-ready by December and that this is still not the time, and against roughly $132 billion of large offerings already on the year's tape, its $650 million of private funding looks like the cheaper trade.
Reality
- Evidence42
- Adoption47
- Hype gap+14
- Incentives74
- Confidence46
Taiwan is heading for double-digit growth and Korea's July exports rose more than 60 percent, while the economies below sell power, land and back-end packaging that rivals can also supply.
Reality
- Evidence44
- Adoption63
- Hype gap+12
- Incentives41
- Confidence55