Smartkarma Webinar | 2022 Semiconductor Outlook
Join our Webinar with Analyst Patrick Liao, who will outline his picks among Greater China semiconductor companies and explore the outlook for 2022...
1.1k Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
344 Views
SMIC (981.HK): The Overall Demand Situation Is Growing Up in 2022.
The outlook is a little bit lower than our expectation for revenue/GM to be US$1860-1,897/37-39% in 2Q22 guidance, but the overall demand situation...
426 Views
GlobalWafers (6488.TT): Not Settling Disturbing Reasons, but We Presume Stock Price Could Rebound.
Its revenue, GM and NM were NT$16.3bn, 42.6% and 36.1% in 1Q22. The stock dividend is NT$16 in 2022, which is 58.7% payout ration from 2021...
395 Views
SMIC (981.HK): 2Q22 Preview- We Estimate Around 5% Growth Could Be the Case
We thick SMIC is likely to reach ~US$6,680mn/39% for revenue/GM respectively in 2Q22. SMIC cannot but to optimize its operation and to expand 28nm...
477 Views