Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle Bottom 2Q23E for Leaders
TSMC and ASML both expect their historically high margins to persist and have both shown a major decline in inventory levels.
432 Views
GEM Weekly (21 Apr 2023): China GDP and Activity Data, Indonesia Rates; Alibaba, TSMC, Ant Financial
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
391 Views
TSMC. Betting Big Is Nothing New
Q1 2023 revenues of $16.72 billion, at the bottom end of the guided range, down 16.1% QoQ and 4.8% YoY. Q2 will be the trough. 2023 CapEx at $34...
457 Views
IMotion Automotive Technology Pre-IPO - The Negatives - But Profitability Still a Black Box
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the not-so...
435 Views
TSMC: Crowded Trade?
Active EM managers are heavily positioned in TSMC. It is the largest portfolio holding for 64.6% of the funds in our analysis. But is the risk of...
479 Views