WinSemi (3105.TT): 1Q22 Review/ 2Q22 Preview- To Be Further Downside
For 2Q22 guidance, the revenue declines high single digits % QoQ, and GM falls between high twenties to low-thirties. The current China smartphone...
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WinSemi (3105.TT): 1Q22 Preview- We Think the Hope Is in 3Q22.
WinSemi's revenue was NTD$5.56bn in 1Q22, which was -7.3% YoY and -22.96% QoQ. We think WinSemi's revenue could be seeing upside until 3Q22, and it...
527 Views
WinSemi (3105.TT): Usually, the First Quarter of the Year Is a Low Season.
In our estimate, WinSemi’s 4Q21 revenue/GM is NT$70bn/38.9% and 1Q22 revenue/GM is NT$65bn/36% respectively . Usually, the first quarter of the...
354 Views
Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
443 Views
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
549 Views