Screening for GEMs: July 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
339 Views
Taiwan Moves to Top Underweight, Tech Overweight Risk
A recent shift in momentum has pushed Taiwan to the largest country level underweight in the Asia Ex-Japan region, with the Technology sector one...
554 Views
Screening for GEMs: June 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
359 Views
Delta Electronics (2308 TT, TRADING BUY, NTD272.50)
FY22 revenue/earnings may rise; we recommend TRADING BUY given its flat momentum in the short run. Affected by seasonality, Delta Electronics’ 1Q22...
182 Views
Delta Electronics (2308 TT, NEUTRAL, NTD245)
Clients’ uncertain pull-in momentum and slow price adjustment; recommend NEUTRAL. Delta Electronics’ 3Q21 revenue met our forecast, but GM missed...
80 Views