Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
321 Views
GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
363 Views
Hon Hai: Hits New 52-Week Highs; Sanity Checking Management Guidance Shows Still More Upside
We maintain our 12-month price target of NT$155 per share, 35% above current levels and higher than the entire Street. We show how higher margin...
469 Views
Taiwan Tech Weekly: Micron Results Key for Nanya; Hon Hai New 52-Week High; AI Leaders Basket
Hon Hai's break out continues, with the shares achieving a new 52-week high. The company's new JV with automaker Stellantis may finally be winning...
227 Views
CX Daily: Weeks After Hong Kong Offering, Miniso Shares Tank on Short-Seller Attack
China and Indonesia leaders vow to deepen relations; Former Everbright executive under anti-graft probe; Shanghai neighborhoods returned to...
217 Views