AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - (Summary Note)
This insight is meant for you who may not have the time to read through a long note on Erajaya (ERAA): Growing Sustainable Smartphone Demand in...
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Mind The Gap as TSHT Closes In On Unisem
On the 12th September, Unisem (M) (UNI MK)'s CEO controlling shareholders and CEO John Chia, together with Tianshui Huatian Technology Co, Ltd....
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Globetronics (GTB): Not Only Sensors but Also Laser Powered Auto Headlights
Globetronics Technology (GTB MK) does not only make sensors for smartphones and tablets, it also manufacture quartz crystal timing device and LED....
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Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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