Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years & A Blockade of Taiwan by China?

FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?

Cross Asset Strategy

<ul>
<li>In this insight, we discuss about the major Taiwanese players in the electronics supply chain that could be impacted by the the slowing demand for consumer electronics, especially in China.</li>
<li>When TSMC's Chairman mentions that the demand for consumer electronics is slowing down, especially in China, this is a time for a pause and really ponder on this.</li>
<li>We believe that there is an increasing risk of the average sales growth of the 13 major Taiwanese tech/consumer electronics stocks being lowered further in the coming months.</li>
</ul>


In this insight, we discuss about the major Taiwanese players in the electronics supply chain that could be impacted by the the slowing demand for consumer electronics, especially in China.
When TSMC's Chairman mentions that the demand for consumer electronics is slowing down, especially in China, this is a time for a pause and really ponder on this.
We believe that there is an increasing risk of the average sales growth of the 13 major Taiwanese tech/consumer electronics stocks being lowered further in the coming months.


Major Taiwanese Players in the Electronics Supply Chain: Slowing Demand for Consumer Electronics