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Micro Star International (2377 TT)
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77
Analysis
Information Technology
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Taiwan
Micro-Star International Co., Ltd. manufactures and markets motherboards and video graphic accelerate (VGA) cards. The Company exports its products to Europe, North America, and other Asian countries.
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bullish
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Taiwan Semiconductor (TSMC)
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18 Mar 2024 02:14
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
Vincent Fernando, CFA
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423 Views
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bullish
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Asustek Computer
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09 Mar 2024 21:24
PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus
Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...
Vincent Fernando, CFA
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459 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Nov 2023 21:48
Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
Vincent Fernando, CFA
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424 Views
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bullish
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Asustek Computer
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15 Nov 2023 06:30
How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground
However, gaming PC competitor MSI is already moving fast; Shows how gaming PCs are likely to be the first AI PC battleground. Long Asustek, remains...
Vincent Fernando, CFA
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329 Views
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bullish
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Gigabyte Technology
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11 Nov 2023 20:22
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
Andrew Lu
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