Northbound Flows (Mar 10th): CTG, Moutai, Byd, CMB, Yili, Longi Green Energy, Tongwei, Luxshare
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CTG, Moutai, Byd, CMB, Yili, Longi Green Energy,...
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Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
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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...
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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...
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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.
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