Sea (SE US) - Into the Looking Glass
Sea Ltd's 1Q2023 results showed its ability to sustain profitable growth with a vibrant performance from e-commerce and fintech, offset by slower...
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Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers. WiWynn shares crashed post results despite...
336 Views
ECM Weekly (14th May 2023) - Mankind, Nexus REIT, SCG Chemicals, Guoquan, Shiyue, Medanta, Bikaji
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
329 Views
Novatek: Volume Production of VR Driving Strongest Segment; AR/VR Finally Going Mass Market in 2023?
Apple could be quietly preparing for mass production of AR/VR headset ahead of announcement at June's WWDC. Combined with Novatek's comments, could...
281 Views
Taiwan Tech Weekly: Hon Hai Earnings; Long/Short Into Asustek Results; Quanta Tracking Apple Shares
Quanta has tracked Apple's share price success while many other suppliers have lagged by a large margin. Separately, one can consider going Long...
232 Views