Taiwan Moves to Top Underweight, Tech Overweight Risk
A recent shift in momentum has pushed Taiwan to the largest country level underweight in the Asia Ex-Japan region, with the Technology sector one...
548 Views
Hon Hai (2317.TT): 1Q22 Preview/2Q22 Outlook- For 2022, It Could Be the Lowest Revenue in 2Q22.
Hon Hai's revenue was NT$1,408bn in 1Q22. We expect the OPM and EPS would be ~2.2% and ~NT$2.18 in 1Q22. We think it might be followed a slower...
404 Views
Hon Hai (2317.TT): March Revenue Was Highest at the Same Period of Record.
All of the Hon Hai's 4 product-lines were growing double digits in March. In 1Q22, Hon Hai's revenue was NT$1,408.2bn, which was -25.5% QoQ and...
407 Views
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...
260 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...
380 Views