Small and mid-cap Asia, Thematic, Corporate Access, Glorious Day, Ltd.

Glorious Day Asia

Small and mid-cap Asia, Thematic, Corporate Access

Glorious Day, Ltd.

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/9748" target="_blank" data-smartkarma-citation="entities:9748">Cub Elecparts Inc (2231 TT)</a></p><ul><li>2017 will put this high margin, critical tire component (tire pressure monitoring system, or “TPMS”) play back on a significant growth trajectory</li><li>Capacity expansion undertaken in 2016 will begin contributing from January, 2017.</li><li>Post a challenging 2016—acquisition integration, and super NT$ appreciation, specifically — Cub Elec looks great post a 34% correction.</li></ul>

Cub Elecparts Inc (2231 TT)2017 will put this high margin, critical tire component (tire pressure monitoring system, or “TPMS”) play back on a significant growth trajectoryCapacity expansion undertaken in 2016 will begin contributing from January, 2017.Post a challenging 2016—acquisition integration, and super NT$ appreciation, specifically — Cub Elec looks great post a 34% correction.

Cub Elecparts

Cub Elec (2231 TT): Company Visit Notes