Semiconductor Silicon Wafers Segment Q4 2022 Roundup & 2023 Outlook
Despite the anticipated 5% YoY decline in wafer area shipments, we expect the sector to remain strongly profitable, bolstered by the impact of Long...
490 Views
DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Porsche AG Gets a Headstart!
Recently listed Porsche AG could get added to the MDAX index or the DAX index in the December 2022 index review. The stock has gained some momentum...
169 Views
GlobalWafers (6488.TT): Not Settling Disturbing Reasons, but We Presume Stock Price Could Rebound.
Its revenue, GM and NM were NT$16.3bn, 42.6% and 36.1% in 1Q22. The stock dividend is NT$16 in 2022, which is 58.7% payout ration from 2021...
395 Views
GlobalWafers (6488.TT): Under Current Ukraine Crisis, We Have to Admit the Volatility Is Very High.
Under the Ukraine crisis, the volatility is very high. Although 4Q21 revenue is NT$15.8bn, the highest record in GlobalWafers’ history, but the...
361 Views
GEM Weekly (11 Feb 2022): Indonesia, Malaysia, India Macro; Alibaba, Globalwafers, Ant, Bilibili
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
276 Views