Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
359 Views
GEM Weekly (24 Feb 2023): South Korean Rates; Pinduoduo, JD.com, NIO, TSMC
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
310 Views
New U.S. CHIPS Act Speech: Commerce Secretary Emphasizes National Security Game Changer; Conclusions
Don't expect any loosening of China chip restrictions, financial cost is now secondary to national security. A future expansion of funding is...
340 Views
AI Leaders Monitor: Nvidia, TSMC, ASML Trading Monitor - Nvidia Results Key Take-Aways
One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand. All three names hold important...
398 Views
Taiwan Semiconductors Mid-Earnings Season Review: Margins, Inventories Appear Worse Than Expected
Other than comments from some companies saying they expect a 2H23E recovery in their guidance, results data released this season so far indicates a...
378 Views