GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
249 Views
Hon Hai(2317.TT): It Will Be More Challenging in 2022, but Hon Hai Will Focus on EPS.
Revenue was better than expected in 2021, and it will be more challenging in 2022. Hon Hai will focus on getting more clients’ orders and maximize...
371 Views
Biel Crystal (伯恩光学) Pre-IPO - Industry Landscape & Peer Comparison - Auto Is the Wildcard
Peer comparison against other Apple suppliers show that BC doesn’t stand out but neither does it underperform in any aspects.
264 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
167 Views
Hon Hai (2317 TT) Valuation still Attractive
Hon Hai’s profitability was better than expected in 2Q21, whereas 3Q21 sales may remain flattish QoQ given a high base period. We estimate FY21 EPS...
367 Views