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ASE Technology Holding (3711 TT)
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176
Analysis
Information Technology
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Taiwan
ASE Technology Holding Co., Ltd. offers assembly and testing services. The Company provides outsourced assembly, semiconductor testing, semiconductor packaging, and other related services. ASE Technology Holding operates in Taiwan.
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bullish
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ASE Technology Holding
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29 Apr 2022 09:46
ASE Holding (ASX.US; 3711.TT): 1Q22 Results/ 2Q22 Outlook- 2022 Outlook Is Bright
In the 2Q22 guidance, the revenue for ATM/EMS is ~NT$76.7bn/NT$61.2bn, the GM for ATM is ~27.5% and OPM for EMS is ~8.8%. ASE Holding already...
Patrick Liao
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443 Views
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bearish
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ASE Technology Holding
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25 Apr 2022 09:20
ASE Holding (3711.TT): 1Q22 Results/ 2Q22 Outlook- The Hope Might Be in 2H22
ASE Holding revenue was NTD$144.4bn in 1Q22, which was 20.9% YoY and -16.5% QoQ. We expect the GM is 19.5% in 1Q22. ASE Holding could target at...
Patrick Liao
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350 Views
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bullish
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NIO
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04 Apr 2022 07:02
Hang Seng TECH Index Rebalance Preview: Big Impact as NIO (9866) Could Replace ASM Pacific (522)
NIO (9866) could replace ASM Pacific (522) in the HSTECH at the June rebal. Passive trackers will need to buy 10 days of ADV on NIO while selling 7...
Brian Freitas
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1.8k Views
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bearish
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Cross Asset Strategy
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01 Apr 2022 03:49
Major Taiwanese Players in the Electronics Supply Chain: Slowing Demand for Consumer Electronics
In this insight, we discuss about the major Taiwanese players in the electronics supply chain that could be impacted by the the slowing demand for...
Douglas Kim
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391 Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2022 20:09
GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
Wium Malan, CFA
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283 Views
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