GlobalWafers (6488.TT): Not Settling Disturbing Reasons, but We Presume Stock Price Could Rebound.
Its revenue, GM and NM were NT$16.3bn, 42.6% and 36.1% in 1Q22. The stock dividend is NT$16 in 2022, which is 58.7% payout ration from 2021...
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GlobalWafers (6488.TT): Under Current Ukraine Crisis, We Have to Admit the Volatility Is Very High.
Under the Ukraine crisis, the volatility is very high. Although 4Q21 revenue is NT$15.8bn, the highest record in GlobalWafers’ history, but the...
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GEM Weekly (11 Feb 2022): Indonesia, Malaysia, India Macro; Alibaba, Globalwafers, Ant, Bilibili
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Globalwafers/Siltronic: There Is Still Value in Siltronic
Siltronic announced that the public tender offer by GlobalWafers will not be completed as offer conditions have not been fulfilled within the...
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GlobalWafers (6488.TT): Maintain Target Price at NT$880-960 for Siltronic Mergence Failed
The GlobalWafers announces the deal to merge Siltronic did not get the approval by Germany government this morning. We maintain our target price...
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