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Asustek Computer (2357 TT)
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230
Analysis
Information Technology
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Taiwan
Asustek Computer Inc. manufactures and markets computer motherboards, interface cards, notebook computers, and other related products.
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bullish
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Asustek Computer
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14 May 2024 04:43
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
Vincent Fernando, CFA
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371 Views
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bullish
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Asustek Computer
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09 Mar 2024 21:24
PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus
Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...
Vincent Fernando, CFA
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465 Views
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bullish
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Asustek Computer
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22 Sep 2021 23:37
AsusTeK: Too Early to Worry About the PC Cycle Peak
We think the PC cycle has around 1.5-2.0 years to run before going into a down turn, and Asus has handled the supply shortage rather well through...
Oshadhi Kumarasiri
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246 Views
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bullish
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Asustek Computer
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15 Nov 2023 06:30
How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground
However, gaming PC competitor MSI is already moving fast; Shows how gaming PCs are likely to be the first AI PC battleground. Long Asustek, remains...
Vincent Fernando, CFA
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338 Views
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bullish
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Asustek Computer
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31 Mar 2024 21:07
Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?
Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...
Vincent Fernando, CFA
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436 Views
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