ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
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TSMC (2330.TT;TSM.US): Lukewarm 4Q23F Outlook, and Hope to Experience a Healthy Growth in 2024F.
TSMC expects their business to be supported by smartphone seasonality, while AI-related demand continues to be strong. TSMC anticipates 2024F to...
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MediaTek (2454.TT): Smartphone Is Turning a Bit Stronger
We change our stance to be slightly bullish for MediaTek. In 4Q23F, MediaTek's outlook is becoming stronger. The smartphone market is turning...
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Taiwan Tech Weekly: TSMC & ASML Results This Week; Taiwan AI Plays Top Losers
SK Hynix is reportedly working closely with Mediatek to integrate some of its most advanced memory in Mediatek's flagship Dimensity chips. Mediatek...
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