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Yulon Motor Company (2201 TT)
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20
Analysis
Consumer Discretionary
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Taiwan
Yulon Motor Co., Ltd. designs, manufactures, and sells motor vehicles and parts. The Company produces automobiles and trucks in a joint venture with Nissan Motor Company and operates dealerships throughout Taiwan.
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bullish
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Hon Hai Precision Industry
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15 Nov 2023 06:15
Hon Hai's Margin Expansion Story Finally Starting to Be Realized? Results Imply Yes
Two key market concerns: News of Chinese government investigation and political risk given Mr. Gou running for president. Key Event: Foxtron EV JV...
Vincent Fernando, CFA
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324 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Jun 2024 23:41
Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers Feel the Love from Chip CEOs
Apple's new AI features at WDC lead to record high shares; major Computex exhibitors see share prices drop despite strong presence; chip companies...
Vincent Fernando, CFA
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343 Views
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bullish
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Hon Hai Precision Industry
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11 Jan 2024 01:50
Apple Partner Hon Hai Reports Weakest December Revenue In Years, But EV Growing; Buying Opportunity
Hon Hai's December revenue was the lowest in recent history, but latest developments show its EV business expansion progressing and the stock is...
Vincent Fernando, CFA
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355 Views
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bearish
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Quantitative Analysis
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22 Oct 2023 10:20
TWSE Foreign Holding Weekly (Oct 20th): Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan...
Ke Yan, CFA, FRM
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561 Views
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bullish
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Hon Hai Precision Industry
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19 Oct 2023 09:05
Hon Hai Tech Day Takeaways: Nvidia Announces AI Factories Partnership; Competitive Advantage for EVs
The latest Nvidia partnership expansion will transform Hon Hai's unique value proposition to automakers. We continue to expect nearly 50% upside...
Vincent Fernando, CFA
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408 Views
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