Screening for GEMs: April 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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Semiconductors: Record Allocations Among High Growth EM Managers
Semiconductor exposure hits record highs among EM aggressive growth managers. Remain the largest industry group holding and the largest overweight...
241 Views
Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.
We expect that the revenue/GM is about NT$5.95bn/54% in 1Q22 respectively. We expect it shall come to NT$6.14bn/56.5% for revenue/GM in 4Q21...
361 Views
EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
323 Views
Silergy-KY (6415 TT, TRADING BUY, NTD5,150)
Better-than-expected GM; recommend TRADING BUY . Silergy’s 3Q21 GM beat our forecast. Given tight foundry capacity and product/client mix...
223 Views