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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Long Apple Vs. Short Quanta & Pegatron Update: Apple Outperformed 12%, Consider Unwind
Apple has reported results recently and Quanta and Pegatron results should be next. However, Apple's best near-term outperformance may be past.
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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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Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
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TWSE Short Interest Weekly (Dec 30th): Biggest Short Covers in a Year
We analyzed TWSE short interest report for the past week and highlight short interest changes in China Steel, Taiwan Cement, Cathay Financial, Yang...
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