UMC (2303.TT): 2Q22 Preview and the Order Booking Is Pretty Much Full in 3Q22.
The 1Q22 revenue is NTD$63.4bn, and we estimate GM is ~40%, which is consistent with 1Q22 guidance. We estimate the order is pretty much confirmed...
414 Views
Novatek (3034.TT): The Growth Trend Seems Slowing Down Since 1Q22.
Novatek’s monthly revenue is increasing above 20% YoY from July 2020. The growth still keeps stacking up for a higher record in 4Q21. However, the...
478 Views
Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.
We expect that the revenue/GM is about NT$5.95bn/54% in 1Q22 respectively. We expect it shall come to NT$6.14bn/56.5% for revenue/GM in 4Q21...
374 Views
Screening for GEMs: March 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
289 Views
GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
269 Views