Novatek (3034.TT): A Good Year Ahead, and Likely to Expand to SMIC for Wafer Foundry
In 1Q22, Novatek reported revenue, GM and OPM expected to NT$35.8~36.8bn, 48~51% and 34~37% respectively, which revenue was at -1.92~+0.82% QoQ. We...
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Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
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Parade Technologies: Further Revenue Growth Upgrades, and Dividends, Should Support Valuation
In this insight, I take a deep-dive analysis into fabless IC design house, Parade Technologies, its industry value chain, current valuation levels,...
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Novatek (3034 TT, NEUTRAL, NTD389.00)
Inventory adjustments by end-market panel makers may affect Novatek’s sales; downgrade to NEUTRAL. Despite limited capacity, Novatek continues to...
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Asia Shorts: Meituan, CMB, Li Ning, Sekisui, Toyo Seikan, Toshiba, Kakao, HMM, LGE, Wan Hai, TSMC
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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