Nu Ride (NRDE) - Friday, Mar 22, 2024
Nu Ride is a SPAC with $2.5 per share in cash and $1 billion in net operating losses. Company has $2.9 per share of net cash and $2.0 per share of...
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Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
295 Views
Taiwan Tech Weekly: New ASML Restrictions Tighten Vice Further on China; AI & The Nvidia/AMD Family
Also -- TSMC supplier hit by cyberattack, Hon Hai expanding EV in Vietnam, plus our recent research notes on Hon Hai, Nanya Tech, Himax, Yageo, and...
430 Views
Taiwan Tech Weekly: Hon Hai Breaking Out of Range; Acer/Asustek Subdued Despite PC Upgrade Potential
TSMC's ADR premium went even higher just today; Also, Realtek is suing Mediatek in the U.S., adding to our Long/Short watchlists.
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Hon Hai Sees Computing Products Rebound, PC Market Bottomed; EV Expanding
Hon Hai 3Q23 results showcased stability for 2023E... ahead of expected strong profit growth in 2024E-2025E. Computing Products will show relative...
252 Views