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...
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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.
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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.
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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...
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Does LG Group Hold Leverage over Apple and Not the Other Way Around?
Apple needs LG more than vice versa? The current situation might force Apple to diversify away from Hon Hai faster than anticipated
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