Analyst flags valuation risk across AI supply-chain listings
3Sep 22 5:50 AM · 1d ago · 3 articles · 1 source · development 3 of 3
Reuters reported financial details — Ligent's 29.7% profit growth and 27.9% revenue growth in H1, Hisense's retained 40.1% control, and planned use of proceeds — alongside analyst commentary warning that AI-supply-chain valuations assume continued exponential compute demand.
asia.nikkei.com
“The key risk is that the valuation for players in the AI supply chain have built in exponential compute-demand driven growth. Therefore, deceleration of such growth in the demand will become catalyst for de-rating of such players.”
Ke Yan, Shenton Research
Ligent TechnologiesChinese optical transceiver and AI networking equipment makerYu ZhitaoChairman and non-executive director of LigentHisense Group HoldingParent/controlling shareholder of LigentKe YanHead of research, Shenton Research
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