Weekly Stock Bullfinder - Week of 2/13
Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news...
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Long Apple Vs. Short Quanta & Pegatron Update: Apple Outperformed 12%, Consider Unwind
Apple has reported results recently and Quanta and Pegatron results should be next. However, Apple's best near-term outperformance may be past.
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Taiwan Tech Weekly: Balloon Incident Could Worsen China Restrictions & Key Earnings Readthroughs
Up to 45nm chips may now hobbled by Japan & Netherlands joining U.S. with restrictions. Mediatek sees signs of slight smartphone stablization; key...
322 Views
Taiwan Tech Weekly: Samsung Results; Will Bleed Competitors; Japan & Holland Join China Chip Ban
Samsung re-iterated that it would NOT cut capex despite the market downturn - Samsung appears ready to endure losses which is negative for Nanya...
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Hon Hai 4Q22 Results Preview: Brace for a Weak Print, But EV Structural Driver Intact
We remain structurally bullish on Hon Hai and see it as positioned favorably relative to U.S. China semiconductor restrictions. Our TP for Hon Hai...
258 Views