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...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Sharp Gets MOFCOM Approval and Cash - Bullish Speculation Can Start
Two weeks ago, just before Sharp Corp (6753 JP) got deleted from TOPIX, I suggested the stock was a buy on the TOPIX exclusion the next day...
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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...
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FIT Hon Teng IPO Early Thought: Parent Hon Hai Has a Different Focus
FIT Hon Teng, a subsidiary of Taiwan listed Hon Hai Precision Industry (2317 TT), is planning to raise US$1-1.5bn to expand its business. In this...
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