GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
431 Views
SMIC (981.HK): The Overall Demand Situation Is Growing Up in 2022.
The outlook is a little bit lower than our expectation for revenue/GM to be US$1860-1,897/37-39% in 2Q22 guidance, but the overall demand situation...
553 Views
GlobalWafers (6488.TT): Not Settling Disturbing Reasons, but We Presume Stock Price Could Rebound.
Its revenue, GM and NM were NT$16.3bn, 42.6% and 36.1% in 1Q22. The stock dividend is NT$16 in 2022, which is 58.7% payout ration from 2021...
520 Views
SMIC (981.HK): 2Q22 Preview- We Estimate Around 5% Growth Could Be the Case
We thick SMIC is likely to reach ~US$6,680mn/39% for revenue/GM respectively in 2Q22. SMIC cannot but to optimize its operation and to expand 28nm...
626 Views
TSMC (TSM.US; 2330.TT): Further Wafer Price Raise About 6% from the Beginning of 2023
TSMC will raise wafer price about 6% for all product lines since the beginning of 2023. It's believed the Fabless company's margin could be...
548 Views