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...
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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...
293 Views
KYEC (2449.TT): A Slow 1Q22 Is Likely to Occur, Which Could Present an Entry Point.
We expect the revenue/GM is about NT$8.55bn/26% in 1Q22 respectively. The shareholder might receive the same paying amount for ~NT$2.5+ for 2021....
302 Views
Global Emerging Markets Weekly: 17 September 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
289 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
221 Views