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Quanta Computer (2382 TT)
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231
Analysis
Information Technology
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bearish
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Thematic (Sector/Industry)
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11 Oct 2016 19:46
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
Andrew Lu
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4.8k Views
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bearish
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Apple
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08 Sep 2016 08:28
Anything Really New at IPhone 7 and Watch 2 Launch Event?
SummaryApple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to...
Andrew Lu
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229 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 08:16
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
Andrew Lu
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282 Views
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bearish
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Thematic (Sector/Industry)
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10 Aug 2016 21:39
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
Andrew Lu
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255 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2016 21:08
Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
Andrew Lu
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383 Views
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