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Quanta Computer (2382 TT)
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181
Analysis
Information Technology
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bullish
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Quantitative Analysis
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04 Jul 2024 15:14
Global Emerging Markets: Reporting Season Summary, 2Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
Wium Malan, CFA
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179 Views
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bearish
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NVIDIA Corp
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22 Feb 2024 09:19
From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
Andrew Lu
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1.6k Views
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bearish
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Thematic (Sector/Industry)
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02 Dec 2023 21:29
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
Andrew Lu
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1.3k Views
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bullish
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Quanta Computer
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31 Jul 2023 23:52
Taiwan Apple Ecosystem Monitor: Two Potential Event Trades into Apple Earnings
Apple will report its earnings on August 3rd. We highlight one Long / Short and one Long-Only Basket trade into the event.
Vincent Fernando, CFA
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338 Views
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bullish
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Thematic (Sector/Industry)
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11 Jun 2024 15:42
Taiwan Semis May '24 Revenue Roundup. Looking Good Across The Board
ASPEED blazing a trail with 92.9% YoY revenue growth in May. Quanta, WiWynn, TSMC and Nanya all > 30% YoY. TSMC looking likely to hit >30% YoY...
William Keating
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214 Views
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