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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
•
Nanya Technology
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29 Jun 2023 08:11
Memory Monitor: Micron Signals Trough Is Past -- Long Nanya Rebound & Elan Micro a Less Obvious Play
Given Nanya Tech recently rallied ahead of Micron, then reverted back most of the gains, we see at least a10% short-term Long trade for Nanya...
Vincent Fernando, CFA
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489 Views
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bearish
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Quantitative Analysis
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25 Jun 2023 10:00
TWSE Short Interest Weekly (Jun 23rd): Mediatek, Walsin Lihwa, Acer, YCY, Quanta Computer
We analyzed TWSE short interest report for the past week and highlight short interest changes in Mediatek, Walsin Lihwa, Acer, Ycy, Quanta...
Ke Yan, CFA, FRM
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346 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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13 Jun 2023 00:06
Taiwan Tech Weekly: Hon Hai Breaking Out of Range; Acer/Asustek Subdued Despite PC Upgrade Potential
TSMC's ADR premium went even higher just today; Also, Realtek is suing Mediatek in the U.S., adding to our Long/Short watchlists.
Vincent Fernando, CFA
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280 Views
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bearish
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Quantitative Analysis
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11 Jun 2023 10:10
TWSE Short Interest Weekly (Jun 9th): Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo
We analyzed TWSE short interest report for the past week and highlight short interest changes in Alchip Tech, Mediatek, Gigabyte Tech, Walsin...
Ke Yan, CFA, FRM
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343 Views
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bullish
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Hewlett Packard Co
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07 Jun 2023 02:40
Dell, HP, Qualcomm Signal AI-Driven PC Refresh Cycle, 2024E PC Growth, Accelerated Windows Upgrades
AI incorporated into Windows 11 and PC's themselves could be a major reason for companies and consumers to buy new PC's. PC's are being designed to...
Vincent Fernando, CFA
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368 Views
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