TSMC - 1H17 Unknown After Apple Drives 2H16 Beat
Executive summary Results/guidance beat: TSMC reports 7% better 3Q16 EPS than Bloomberg consensus' and guides 7% better 4Q16 sales and 1.6-1.7ppts...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
397 Views
Samsung BioLogics IPO Price, Capital Investment Plan & Valuation Issue
In a regulatory filing (last Friday), Samsung Biologics announced its plan to raise ₩1.23tril (US$1.12bil) of new shares. Samsung BioLogics plans...
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2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
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