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Asustek Computer (2357 TT)
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223
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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Acer Inc
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07 May 2023 20:58
PC Industry Monitor: Close Long Asus, Short Acer; Now Reverse the Trade and Long ACER Vs. Short Asus
Despite an earnings miss, Acer management said it believed 1Q23 will be the trough for the business and metrics should be improving going forward.
Vincent Fernando, CFA
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275 Views
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bullish
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Taiwan Semiconductor (TSMC)
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24 Mar 2023 07:15
Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
Vincent Fernando, CFA
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506 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Mar 2023 15:46
Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
Vincent Fernando, CFA
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262 Views
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bullish
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Elan Microelectronics
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08 Sep 2022 10:21
Elan Microelectronics Event: Index Removal Selling Could Exacerbate Price Divergence
We had a call with management. Guidance and product performance implies the company has relative strength vs. its end-market demand weakness.
Vincent Fernando, CFA
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256 Views
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bullish
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PC Partner
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31 Mar 2022 17:40
PC Partner: Record FY21 Results and Strong Dividend. Cash Is 70% of Market Cap. Fair Value 18 HKD.
Pc Partner has delivered record revenues and profits in FY21. The dividend yield on FY21 results is over 20%. Fair Value remains unchanged at 18 HKD.
Nicolas Van Broekhoven
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629 Views
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