In today’s briefing:
- Taiwan Semi Monthly Tracker Red Flags Double MoM In September 2024
- AUCTUS ON FRIDAY – 11/10/2024
- GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung
Taiwan Semi Monthly Tracker Red Flags Double MoM In September 2024
- Seven Taiwan semi companies from our list of sixteen are now showing negative YoY monthly growth as of September 2024, up from just three a month earlier
- Companies with a strong exposure to the AI Acceleration market are on track for strong revenue growth YoY in 2024. ASPEED is on track to double revenues this year.
- For many of the remainder, what tepid growth they had been experiencing may be starting to stall. Watch this space.
AUCTUS ON FRIDAY – 11/10/2024
- GeoPark (GPRK US)C; Target price US$26 per share: Downtime and blockades continue to impact production.
- All eyes on Argentina – 3Q24 production was 33,215 boe/d with production in Colombia still impacted by downtime and blockades (we expected 34.6 mboe/d).
- Production at Llanos-34 continues to decline.
GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung
- The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: China NDRC press briefing, South Korean interest rates
- Companies mentioned:Tencent (700 HK), Baidu (9888 HK), Samsung Electronics (005930 KS)
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