Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
343 Views
Luxshare Precision Industry: More Market Share Gains from Hon Hai Precision Likely in 2023
We believe Luxshare will continue to grab more market share for producing iPhones and other products of Apple in 2023. Recent production halts at...
497 Views
Long Apple Vs. Short Quanta & Pegatron: Trade Ahead of Apple's Upcoming Earnings
We see Quanta & Pegatron at risk of margin pressure in 2023E -- With negative operating leverage potentially causing significant profit declines.
397 Views
Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
409 Views
Northbound Flows (Nov 25th): Luzhou Lao Jiao, Yunnan New Energy Material, CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Luzhou Lao Jiao, Yunnan New Energy Material, CATL.
324 Views