Institutional Investors Intensify Research on Semiconductor Firms Amid Turnaround Opportunities

【Intensive Research on Related Listed Companies: Institutions Focus on Semiconductor Turnaround Opportunities】

According to SMM on October 15, statistics from Private Equity Network show that a total of 1,791 private equity managers conducted research on listed companies in the third quarter of this year, covering 1,347 companies across 109 SW Secondary Industries, with a total of 16,767 research visits. During the same period, 157 public fund companies surveyed 1,498 A-share listed companies in 115 SW Secondary Industries, with a total of 24,062 research visits. Specifically, semiconductors are the key area of interest for institutions. According to statistics, the number of public and private equity research visits to the semiconductor sector exceeded 4,000 times in the third quarter. Top foreign institutions have also shown strong interest in the semiconductor sector. Institutions such as Temasek, Goldman Sachs, BlackRock, Schroders, and Nomura Investments conducted intensive research on semiconductor companies in September.