Taiwan Tech: Market Signals in the Latest Earnings Revisions
We analyze analyst earnings revisions over the last month to identify key industry takeaways from stocks with major downward and upward revisions.
208 Views
Novatek (3034.TT): A Good Year Ahead, and Likely to Expand to SMIC for Wafer Foundry
In 1Q22, Novatek reported revenue, GM and OPM expected to NT$35.8~36.8bn, 48~51% and 34~37% respectively, which revenue was at -1.92~+0.82% QoQ. We...
262 Views
Innolux (3481 TT, TRADING BUY, NTD16.50)
Uncertainty over panel supply may emerge following China’s power consumption controls; upgrade to TRADING BUY . Since APR21, Innolux’s share price...
176 Views
Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
227 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
269 Views