Tech Supply Chain Tracker (15-Aug-2024): Chinese firms lead in EV battery market amid challenges.
Chinese firms dominate EV battery market, Apple developing more affordable AR glasses, Taiwan manufacturers resilient after typhoon, IPC makers...
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AUO (2409 TT, TRADING BUY, NTD20.55)
Product price declines affect earnings but valuation appears fair; reiterate TRADING BUY . 3Q21 earnings remained relatively high compared to...
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AUO (2409 TT, TRADING BUY, NTD19.00)
Arrival of low season; high uncertainty over supply; maintain TRADING BUY . TV panel price started weakening in 1H of AUG21 and further declined...
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