In today’s briefing:
- Semiconductors: More Green Shoots Of Recovery Keep On Popping Up
- GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi
Semiconductors: More Green Shoots Of Recovery Keep On Popping Up
- March revenue numbers from the Taiwan semi ecosystem are surprisingly good.
- The sequential decline in Q1 2023 PC unit shipments was at the low end of the predicted range
- Quanta, a leading ODM Direct Server manufacturer, had an unexpectedly strong first quarter.
GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi
- The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: South Korean interest rates, Chinese CPI and trade data
- Companies mentioned:Alibaba Group (9988 HK), Softbank Group (9984 JP), Tencent (700 HK), Prosus (PRX NA), DiDi Global (DIDI US)
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
