Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul>
<li>Hon Hai's revenue was NT$1,408bn in 1Q22. We expect the OPM and EPS would be ~2.2% and ~NT$2.18 in 1Q22.</li>
<li>It's a gradually increase for end-product shipment in 2021, but we think it might be followed by a slower season in 2Q22.</li>
<li>Hon Hai's target is to address the profit in 2022. For 2022, we believe it could be the lowest revenue in 2Q22.</li>
</ul>


Hon Hai's revenue was NT$1,408bn in 1Q22. We expect the OPM and EPS would be ~2.2% and ~NT$2.18 in 1Q22.
It's a gradually increase for end-product shipment in 2021, but we think it might be followed by a slower season in 2Q22.
Hon Hai's target is to address the profit in 2022. For 2022, we believe it could be the lowest revenue in 2Q22.


Hon Hai (2317.TT): 1Q22 Preview/2Q22 Outlook- For 2022, It Could Be the Lowest Revenue in 2Q22.

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Lost in all the hoopla of the annual Berkshire Hathaway annual meeting this past year was the significant investments Warren Buffett has made over the past 6 months in the oil and gas energy sector.</li><li>MGP Ingredients, Inc., together with its subsidiaries, produces and supplies distilled spirits, branded spirits, and food ingredients.</li><li>The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America</li></ul>

Lost in all the hoopla of the annual Berkshire Hathaway annual meeting this past year was the significant investments Warren Buffett has made over the past 6 months in the oil and gas energy sector.MGP Ingredients, Inc., together with its subsidiaries, produces and supplies distilled spirits, branded spirits, and food ingredients.The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<ul>
<li>Apple and Microsoft are pressing on pivotal supports that would weigh on the US equity cycle after the April 26 red flag for defensives and resource stocks to sell off.</li>
<li>Mounting to break AAPL and MSFT key supports at 150 and 270 that would inflection the SPX cycle further given the SPX is flirting with a key break below 4,100/4,030.</li>
<li>AAPL and MSFT support breaks target AAPL 120 and MSFT 220.</li>
</ul>


Apple and Microsoft are pressing on pivotal supports that would weigh on the US equity cycle after the April 26 red flag for defensives and resource stocks to sell off.
Mounting to break AAPL and MSFT key supports at 150 and 270 that would inflection the SPX cycle further given the SPX is flirting with a key break below 4,100/4,030.
AAPL and MSFT support breaks target AAPL 120 and MSFT 220.


AAPL and MSFT Support Breaks that Would Implode the US Cycle

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: How the war in Ukraine is rattling China’s energy transition</li><li>Regional bank under corruption probe faces more trouble after online savings accounts frozen</li><li>China’s services sector slumps further as Covid battle intensifies, Caixin PMI shows</li></ul>

In Depth: How the war in Ukraine is rattling China’s energy transitionRegional bank under corruption probe faces more trouble after online savings accounts frozenChina’s services sector slumps further as Covid battle intensifies, Caixin PMI shows

CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition

<ul><li>Food / Cover Story: Global food crisis stalks the starving as war, Covid choke supplies</li><li>Covid-19 / Shanghai eases restrictions in six districts</li><li>PMI / China manufacturing slump deepens as Covid curbs bite, Caixin PMI shows</li></ul>

Food / Cover Story: Global food crisis stalks the starving as war, Covid choke suppliesCovid-19 / Shanghai eases restrictions in six districtsPMI / China manufacturing slump deepens as Covid curbs bite, Caixin PMI shows

CX Daily: Global Food Crisis Stalks the Starving as War, Covid Choke Supplies

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Hon Hai (2317.TT): 1Q22 Preview/2Q22 Outlook- For 2022, It Could Be the Lowest Revenue in 2Q22.

Hon Hai's revenue was NT$1,408bn in 1Q22. We expect the OPM and EPS would be ~2.2% and ~NT$2.18 in 1Q22. We think it might be followed a slower...

Patrick Liao

Weekly Stock Bullfinder- Week of 5/9

I hope everyone had a nice weekend! Uncle Warren Goes “All In” With Energy Lost in all the hoopla of the annual Berkshire Hathaway annual meeting...

Weekly Stock Bull Finder

AAPL and MSFT Support Breaks that Would Implode the US Cycle

Apple and Microsoft are pressing on pivotal supports that would weigh on the US equity cycle after the April 26 red flag for defensives and...

Thomas Schroeder

CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition

In Depth: How the war in Ukraine is rattling China’s energy transition. Regional bank under corruption probe faces more trouble after online...

Caixin Global

CX Daily: Global Food Crisis Stalks the Starving as War, Covid Choke Supplies

Food / Cover Story: Global food crisis stalks the starving as war, Covid choke supplies. Covid-19 / Shanghai eases restrictions in six districts

Caixin Global

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