SunEdison Semiconductor Ltd
SunEdison’s Semiconductor Business: Segment Profitability Analysis
SunEdison’s Semiconductor Materials segment revenue has not seen positive year-over-year growth for the past five years.
SunEdison’s Semiconductor Business: Technological Innovation
Despite SunEdison’s struggles with cost-control and operational efficiency, it offers consistent quality and innovation that allows it to maintain long-term customer relationships.
Understanding SunEdison’s Business Model
SunEdison’s business model is divided into three revenue segments: Solar Energy, Semiconductor Materials, and TerraForm Power.
SunEdison’s Place in the Solar Energy Industry
SunEdison develops and sells photovoltaic energy solutions. SunEdison’s stock price rose 623%, going from just over $4.00 in January 2012 to $29.59 as of July 1, 2015.
The Baupost Group opens new position in SunEdison Semiconductor
The Baupost Group added a position in SunEdison Semiconductor (SEMI) that accounted for 1.14% of the fund’s total second quarter portfolio. SunEdison Semiconductor develops, manufactures, and sells silicon wafers to the semiconductor industry.
Why the Baupost Group starts new position in Theravance Biopharma
The Baupost Group added a position in Theravance Biopharma Inc. (TBPH) that accounted for 9.89% of the fund’s total second quarter portfolio. Theravance Biopharma was recently spun out of Theravance (THRX).
Why the Baupost Group adds new position in eBay
The Baupost Group added a stake in eBay Inc. (EBAY) that accounted for 3.62% of the fund’s total second quarter portfolio. eBay is a global technology company that enables commerce through three reportable segments—Marketplaces, Payments, and Enterprise.
Must-know: The Baupost Group’s 2Q14 positions
The size of the fund’s U.S. long portfolio increased 48% to $6.14 billion in the second quarter from $4.14 billion in the first quarter. The fund’s top positions include Micron Technology, Idenix Pharmaceuticals, and Viasat.