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Vincent Fernando, CFA
Managing Director, Zero One
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Zero One
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Location:
Taiwan
Joined:
24 September 2019
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bullish
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Asustek Computer
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14 May 2024 04:43
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
Vincent Fernando, CFA
80 Views
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bullish
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Himax Technologies Inc Adr
•
12 May 2024 23:38
Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon
Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below...
Vincent Fernando, CFA
243 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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09 May 2024 04:56
Taiwan Dual-Listings: TSMC Spread Slumps Then Fully Rebounds; Shorts Spiking Ahead of IMOS Results
Potential trades to consider in TSMC and CHT. Notable surge in short interest right ahead of IMOS earnings today; with the shorts be proven right?
Vincent Fernando, CFA
305 Views
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bearish
•
Novatek Microelectronics Corp
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08 May 2024 07:55
Novatek Seeing Soft Consumer Electronics Demand; Muted Forward Guidance; Shares Appear at Risk
Novatek's cautious outlook for future demand and all-time high share price may lead to near-term selling pressure. Limited potential for near-term...
Vincent Fernando, CFA
173 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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08 May 2024 01:40
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
Vincent Fernando, CFA
213 Views
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