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Nan Ya Printed Circuit Board (8046 TT)
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Analysis
Information Technology
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Taiwan
Nan Ya Printed Circuit Board Corporation manufactures and markets printed circuit boards (PCBs) and integrated circuit (IC) substrates.
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bearish
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Gigabyte Technology
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03 Mar 2022 01:20
The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023
While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...
Henry King
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1.8k Views
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bearish
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Nan Ya Printed Circuit Board
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20 Jun 2024 20:36
Yuanta/P-Shares Taiwan Div+ ETF Rebalance: One Surprise as Round-Trip Trade Hits US$2.3bn
The ETF starts rebalancing at the close today and that will continue over the next 4 trading days. Excluding BizLink, the adds have outperformed...
Brian Freitas
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950 Views
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bearish
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Thematic (Sector/Industry)
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27 Jan 2024 01:34
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
Andrew Lu
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983 Views
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bullish
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Thematic (Sector/Industry)
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23 Jan 2024 06:24
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions. Intel might ramp up its 20A/18A ahead of TSMC 2nm...
Andrew Lu
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497 Views
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bullish
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Taiwan Semiconductor (TSMC)
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23 Mar 2023 23:15
Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
Vincent Fernando, CFA
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522 Views
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