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...
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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...
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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...
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Globalwafers/Siltronic: There Is Still Value in Siltronic
Siltronic announced that the public tender offer by GlobalWafers will not be completed as offer conditions have not been fulfilled within the...
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Globalwafers (6488.TT): Stock Price Can Go Higher Even If Siltronic Mergence Case Failed
The chance for GlobalWafers to have the final approval could be high. Even if it finally failed, the raw wafer supply should be full until 2024.
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