GEM Weekly (11 Mar 2022): Chinese Macro Data; Samsung Electronics, Swiggy, Naver, Yum China
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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KYEC (2449.TT): A Slow 1Q22 Is Likely to Occur, Which Could Present an Entry Point.
We expect the revenue/GM is about NT$8.55bn/26% in 1Q22 respectively. The shareholder might receive the same paying amount for ~NT$2.5+ for 2021....
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The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
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Softbank Group - Q3 21 Results Reaction: ARM IPO Pivot Is the Big Reveal
SBG will pivot to an ARM IPO after confirmation the NVDA sale was off. It continues to invest aggressively at VF2 with little to spare for...
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LiDAR Technology Leader with Proven Technology, Tier 1 Partners, and a Capital-Light Business Model
KEY POINTS AEye is the global leader in adaptive, high-performance LiDAR solutions. Its software-driven LiDAR platform (4Sight Foundation), and...
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