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AU Optronics (2409 TT)
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129
Analysis
Information Technology
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Taiwan
AU Optronics Corp. manufactures and markets thin film transistor-liquid crystal displays (TFT-LCDs) and plasma display panels (PDPs). The Company sells its products in Taiwan and exports worldwide.
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bullish
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Woodside Petroleum
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07 Jun 2017 16:07
BBSP Equity Asia Weekly Research 07 June 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Spotlight on ASX and TWSE to be upgraded: the respective ratios vs...
BBSP Asia
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205 Views
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bullish
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Samsung Electronics
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25 Dec 2016 03:07
We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
Sanghyun Park
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251 Views
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bearish
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Thematic (Sector/Industry)
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11 Oct 2016 19:46
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
Andrew Lu
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4.8k Views
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bearish
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AUO
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14 Sep 2016 09:19
Samsung Display Fuels G10/G11 LCD Fab Race in China
What's new?After Shenzhen China Star Optoelectronics Technology (CSOT)/TCL USA announced to invest US$7.8bn (US$3.2bn equity plus US$4.6bn debt) to...
Andrew Lu
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342 Views
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bearish
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Thematic (Sector/Industry)
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10 Aug 2016 21:39
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
Andrew Lu
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251 Views
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