Chailease Holding – Delayed Reaction By ASEAN Should Weigh Heavily On Results Too
* Earnings Under Pressure: Chailease Holding (5871.TT) [Chailease] reported 1Q20 bottom-line profit of TWD 3.9n – declining TWD 63.5 mn (1.6%)...
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Chailease Holding – Return to Growth In 1Q20
* Decent 2019 Results:Chailease Holding (5871.TT) [Chailease], Taiwan’s top leasing services provider, reported 2019 net income of NTD 15.5 bn,...
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Taiwan - Implications of Ms Tsai's Landslide Win
All eyes are focussed on the coronavirus outbreak. The economic costs – whether it will be 1-2 quarters of lost spending or more – are impossible...
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Taiwan & Korea - Tracking up Nicely
We are overweight Taiwan and underweight Korea in our relative regional equity portfolio in 2020. Both Taiwanese and Korean 4QGDP beat market...
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Tsai Ing-Wen's Landslide Win Crowns the NIE-Champ Economy, and Is a Slap for Xi
Taiwan remains ideally positioned to benefit from trade diversion from China, a gradual rebound in the global semiconductor cycle, and the...
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