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Siliconware Precision Inds (2325 TT)
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36
Analysis
Information Technology
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Taiwan
Siliconware Precision Industries Co Ltd operates integrated circuit packaging consultation, design, simulation, assembly, and final test. The current products are quad flat package (QFP) and small outline package (SO).
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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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252 Views
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bullish
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Qualcomm Inc
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22 Jul 2016 08:39
Implications to Supply Chain from Qualcomm Results
After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm...
Andrew Lu
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346 Views
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bearish
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Taiwan Semiconductor (TSMC)
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14 Jul 2016 18:14
Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
Andrew Lu
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268 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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377 Views
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bearish
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Siliconware Precision Inds
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01 Jul 2016 17:09
Ase / Spil - Execution of Share Exchange Agreement
Latest Event30 June 2016 - SPIL and ASE respective board of directors has adopted resolution to approve the entering into and execution of a joint...
Crispin Francis
457 Views
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