Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul>
<li>Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.</li>
<li>Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.</li>
<li>ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.</li>
</ul>


Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.
Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.
ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.


Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

External broker reports(aggregated public sources), Capital Securities Corp

Capital Securities

External broker reports(aggregated public sources)

<p>Given its promising 2H21 revenue/earnings outlook, we maintain TRADING BUY on Advantech. Although 2Q21 net profit deteriorated QoQ on lower GM and lower non-operating income, Advantech’s B/B ratio set a new high thanks to higher order visibility resulting from most clients’ active pull-in in 1H21. Given its promising revenue/earnings outlook in 2H21, we maintain TRADING BUY on Advantech.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Given its promising 2H21 revenue/earnings outlook, we maintain TRADING BUY on Advantech. Although 2Q21 net profit deteriorated QoQ on lower GM and lower non-operating income, Advantech’s B/B ratio set a new high thanks to higher order visibility resulting from most clients’ active pull-in in 1H21. Given its promising revenue/earnings outlook in 2H21, we maintain TRADING BUY on Advantech.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Advantech (2395 TT, TRADING BUY, NTD370.00)

Taiwan

Advantech Co., Ltd. manufactures and markets embedded personal computers (PC), network computing products, industrial automation products, and panel PCs.

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Advantech (2395 TT)

Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...

Tech Supply Chain Tracker

Advantech (2395 TT, TRADING BUY, NTD370.00)

Given its promising 2H21 revenue/earnings outlook, we maintain TRADING BUY on Advantech. Although 2Q21 net profit deteriorated QoQ on lower GM and...

Capital Securities

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