PC Partner: VGC Producer Is Play on Growth of ESports, Gaming and AI; Trades @ 5.8x P/E and 7% Div
Pc Partner Group Ltd (1263 HK) is Top 5 Video Graphic Card (VGC) producer globally Spun out of Vtech Holdings Ltd (303 HK) in 1997 and listed on...
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Intel Guides a Pause in 4Q16; Losing Short Term Momentum
Summary Results beat, but guidance miss: Intel reports US$0.03 better 3Q16 EPS than Bloomberg consensus' but guides 1% lower 4Q16 sales, lower...
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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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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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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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