GEM Weekly (17 Jun 2022): Chinese Retail Sales; Baidu, IQiyi, JD.com, TSMC
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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TSMC: Precariously Balanced; Robust Medium-Term Earnings Outlook and Discount Valuation Levels
In this insight, we analyse TSMC’s revenue growth, profitability, and earnings growth potential, how that stacks up to current sell-side...
389 Views
Emerging Markets Stock Positioning Chart Pack
The latest in stock ownership data among active Global Emerging Markets Equity funds. Most Widely Held, Over/Underweights, Unloved and Avoided...
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MediaTek (2454.TT): The Smartphone Demand Could Further Decrease in 2022.
MediaTek's revised downward smartphone delivery in 1Q22 earnings conference, but we think it could be revised down again by the end of July.
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UMC (UMC.US; 2303.TT): 3Q22 Order Is Full- The Demand from Asia Is Turning Weak, but US Is Stronger
We believe UMC's 3Q22 order is full, but the growth could be within 3% QoQ. Asian clients are turning weak, and US clients are getting stronger.
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