Goodix/Huiding - Time to Highlight the Risks After 7.8x Upside at over 25x Book
Summary Valuation risk: By trading at over 80x of our revised 2016/2017 EPS and over 25x on 2016/2017 book value, Huiding Technology is apprently...
619 Views
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...
4.8k Views
Shenzhen Huiding Tech IPO - Riding on China Fingerprint Sensor Demand; IPO Valuation at 1/3 of Peers
A leading capacitive touch panel IC and fingerprint sensor vendor in China, Shenzhen Huiding Technology (also known as Goodix) is expected to be...
1.5k Views
Disruptive Ultrasonic Fingerprint IC from Qualcomm Likely Will Kill Capacitive Sensor
Executive summary Xiaomi introduced its flagship smartphone 5S using Qualcomm ultrasonic fingerprint sense ID the first time, and more smartphone...
340 Views
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...
255 Views