Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

TYC Brother Industrial / Equity Bottom-Up

<ul><li>TYC Brother Industrial is set to dominate the NEV market with a US plant scheduled to be operational by the first quarter of 2025.</li><li>Despite sanctions, a Russian company has introduced the MP21 SBC to rival the Raspberry Pi 5, showcasing the competitiveness of the technology market.</li><li>Cerebras and Dell have joined forces to challenge Nvidia in the AI market, highlighting the growth of AI accelerator technology for servers. Taiwan's carbon market is advancing with new initiatives and regulations, while the UK collaborates with Taiwan to lead in semiconductors at Semi-Impact forum. India is ramping up cobalt supply efforts to meet growing demand.</li></ul>

TYC Brother Industrial is set to dominate the NEV market with a US plant scheduled to be operational by the first quarter of 2025.Despite sanctions, a Russian company has introduced the MP21 SBC to rival the Raspberry Pi 5, showcasing the competitiveness of the technology market.Cerebras and Dell have joined forces to challenge Nvidia in the AI market, highlighting the growth of AI accelerator technology for servers. Taiwan's carbon market is advancing with new initiatives and regulations, while the UK collaborates with Taiwan to lead in semiconductors at Semi-Impact forum. India is ramping up cobalt supply efforts to meet growing demand.

Tech Supply Chain Tracker (21-Jun-2024): TYC Brother Industrial excels in NEVs; US plant ready by 1Q25.

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

<ul>
<li>Tong Yang Industry is now seeing record profit in FY23 and this appears to be in place to continue during FY24</li>
<li>The automobile and motorcycle parts manufacturing company is seeing strong growth in the US market</li>
<li>Electric vehicle parts R&amp;D is well underway and this should support continued growth in coming years</li>
</ul>


Tong Yang Industry is now seeing record profit in FY23 and this appears to be in place to continue during FY24
The automobile and motorcycle parts manufacturing company is seeing strong growth in the US market
Electric vehicle parts R&amp;D is well underway and this should support continued growth in coming years


Tong Yang Industry - Record Profit With Improving Financial Position

Taiwan

Actron Technology Corporation manufactures diodes for automotive alternator.

Hota Industrial Manufacturing Co., Ltd. manufactures gears and shafts for automobiles, motorcycles, and agricultural tractors.

Superalloy Industrial Co Ltd engaged into manufacturing and retail business of aircraft parts, auto parts, aluminum and copper parts. The company is also involved into the import and export business of raw materials.

CUB ELECPARTS INC manufactures and distributes automobile parts. The Company's major products include automobile electric switches and automobile electric sensors.

Hu Lane Associate Inc. manufactures and markets electrical terminals for automobiles, motorcycles, electronics, computers, and others.

Eurocharm Holdings Co., Ltd. manufactures medical equipment and motorcycle parts. The Company offers its services throughout Vietnam.

Global PMX Co Ltd manufactures various components.  The Company manufactures products for optics, electronics, semiconductors, machinery, and more.  Global PMX serves customers around the world.

Tung Thih Electronic Co Ltd. manufactures, processes, and sells automobile components. The Company offers reversing sensors, front sensors, reversing guards, alarm systems, Bluetooth systems, central door locking systems, actuators and other automobile electronic parts.

Kenda Rubber Industrial Co., Ltd. manufactures and markets tires for bicycles, motorcycles, automobiles, as well as agricultural and industrial vehicles.

Kenda Rubber Industrial Co., Ltd (2106 TT)

Federal Corporation manufactures and markets industrial and vehicle rubber products.  The Company's main products are tires and rubber conveyor belts.

Dongfeng Electronic Technology Co., Ltd. manufactures and markets motor vehicle parts and instruments including sensors, bearings, valves, and other related auto parts.  Through its subsidiaries, the Company also operates in automobiles and parts trading.

NIPPON SEIKI CO., LTD. manufactures instrument panels for automobiles, motorcycles, boats, farm tractors, and construction machines.  The Company has its production facilities in the US, the UK, Thailand, and Taiwan.

Jamna Auto Industries Limited is an automobile suspension springs manufacturer. The Group supplies its products to a number of key manufacturers, including Daewoo, Honda and Ford, among others.  Jamna also has a technological and equity collaboration with NHK Spring Company Limited, in which the companies will jointly manufacture coil springs and stabilizer bars.

F.C.C. CO., LTD. manufactures and develops clutches and facings for motorcycles, automobiles, and lawn mowers.  The Company has its operating facilities in the US, Thailand, the Philippines, China, and the UK. FCC provides its products to Japanese motorcycle manufacturers including Honda Motor, Suzuki Motor, and Yamaha Motor.

Jiangsu Yunyi Electric Company Limited manufactures automobile parts and electronic products. The Company develops, produces and sells rectifiers, regulators, diodes and other auto electronic products. The Company primarily exports to America, Europe and regions of Southeast Asia.

PACIFIC INDUSTRIAL CO., LTD. manufactures tire valves, pressed parts, and electronic control devices used for automobiles.  The Company's products include tire pressure monitoring system, which let drivers know tire condition such as air pressure and its temperature.  The Company has overseas production and sales subsidiaries in Korea, Taiwan, Thailand, and the US.

Xinzhi Motor Co., Ltd. develops, manufactures and sells various types of starters and rotors, provides domestic and foreign large electrical appliances manufacturers with professional support services. The Company's main products include automotive starters and rotors.

Subros Ltd. manufactures automotive air-conditioning systems. The Company's other related products include fan motor assemblies (ventilators) and multi flow condensers.

Zhejiang Asia-Pacific Mechanical and Electronic Company Ltd. manufactures automobile parts.  The Company produces brake drums, vacuum boosters, master and wheel cylinders, clutch operating and slave cylinders, and suspension parts.

Zhejiang Asia Pacific Mech & Elct (002284 CH)

Sichuan Chengfei Integration Technology Co Ltd researches, designs, and manufactures car molds, aircraft molds and frames.

Sichuan Chengfei Integration Tech (002190 CH)

TYC Brother Industrial Co., Ltd. manufactures and markets automobile lights. The Company is a supplier of light products to both original and replacement parts markets.  TYC Brother mainly exports its products to the United States.

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TYC Brother Industrial (1522 TT)

Tech Supply Chain Tracker (21-Jun-2024): TYC Brother Industrial excels in NEVs; US plant ready by 1Q25.

TYC Brother Industrial excels in NEV market; Russian company competes with Raspberry Pi 5; Cerebras teams up with Dell in AI market; Taiwan's...

Tech Supply Chain Tracker

Tong Yang Industry - Record Profit With Improving Financial Position

Tong Yang Industry is now seeing record profit in FY23 better than the preceding 10 years, where 1Q24 shows no let up. Improving sales in the US...

Daniel Tabbush

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