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Innolux Corp (3481 TT)
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77
Analysis
Information Technology
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Taiwan
Innolux Corporation manufactures TFT-LCD, LCD models and LCD monitors. The company also provides research, development, manufacturing and retails business.
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bearish
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Thematic (Sector/Industry)
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11 Oct 2016 19:46
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
Andrew Lu
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4.8k Views
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bearish
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AUO
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14 Sep 2016 09:19
Samsung Display Fuels G10/G11 LCD Fab Race in China
What's new?After Shenzhen China Star Optoelectronics Technology (CSOT)/TCL USA announced to invest US$7.8bn (US$3.2bn equity plus US$4.6bn debt) to...
Andrew Lu
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338 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 08:16
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
Andrew Lu
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271 Views
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bearish
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Thematic (Sector/Industry)
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10 Aug 2016 21:39
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
Andrew Lu
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247 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2016 21:08
Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
Andrew Lu
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375 Views
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