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Asustek Computer (2357 TT)
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243
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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bearish
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Qualcomm Inc
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11 Oct 2017 21:31
Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit
What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC...
Andrew Lu
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182 Views
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bearish
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Lenovo
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19 Aug 2017 18:11
Lenovo 992 HK, The Water Continues to Rise
Their first quarter numbers reaffirm our thesis that they are drowning in debt. They are manipulating working capital, factoring receivables and...
Bucephalus Research Partnership
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234 Views
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bullish
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Razer Inc
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04 Aug 2017 01:04
Razer Pre-IPO Review - For Gamers. By Gamers. But, Is It for Investors?
Razer Inc filed its draft prospectus in June and will be raising approximately US$600m in its upcoming IPO. The company boasts a star studded...
Zhen Zhou, Toh
1k Views
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bearish
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Intel Corp
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13 Jun 2017 06:24
Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
Andrew Lu
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278 Views
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bearish
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Thematic (Sector/Industry)
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11 Apr 2017 17:52
Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
Andrew Lu
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400 Views
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