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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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Asustek Computer
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30 Jun 2024 22:58
PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration
PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...
Vincent Fernando, CFA
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315 Views
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bullish
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Asustek Computer
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30 Apr 2024 23:21
PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle
CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.
Vincent Fernando, CFA
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425 Views
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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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358 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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459 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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243 Views
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