Archive - Collyer Bridge

Wasion Holdings (Part Two)

Why I took profits today.

Jan 9 • Collyer Bridge

APAC Roundup: 8 January 2026

GS report lifts Nittobo and Mitsui Kinzoku; ACMR and Skywater; ASMPT and Towa; Vietnamese oil discovery

Jan 8 • Collyer Bridge

APAC Roundup: 6 January 2026

Taiwan ATHs, China-Japan, Doosan gas turbines, DayOne

Jan 6 • Collyer Bridge

APAC Roundup: 5 January 2026

Memory, TSMC, ASML, Kuaishou, Baidu, Aeroedge, Soilbuild

Jan 5 • Collyer Bridge

Soilbuild EGM: 5 January 2026

Management's views on the market, pipeline, costs and feedback on CTR Holdings.

Jan 5 • Collyer Bridge

Xi's upbeat NYE address; Biren IPO; BYD; Chinese power equipment ATHs; Singapore data

Jan 2 • Collyer Bridge

December 2025

SK Hynix, AXTI increasing capacity, ASML 2026 estimates, AMPOC, Naura, ACMR, CQME

Dec 30, 2025 • Collyer Bridge

SK Hynix; Indium Phosphide; Digitimes 2026 outlook

Dec 29, 2025 • Collyer Bridge

Taking Stock of 2025

And "ranking" current ideas.

Dec 27, 2025 • Collyer Bridge

Nittobo, Johor, Vietnam, KYH, and a new assignment.

Dec 23, 2025 • Collyer Bridge

MU, ACMR, JCU, Vietnam v Indonesia, 9998

Dec 19, 2025 • Collyer Bridge

Kwan Yong Holdings AGM

Our top construction pick continues to impress

Dec 18, 2025 • Collyer Bridge

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