TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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GWC (6488 TT): Tight Wafer Supply to Take Growth to New Heights
Strong sales momentum, improving asset turnover, and capable of funding growth internally relative to its sector Wafer demand above supply should...
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StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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GWC (6488 TT): The World's Third Largest Wafer Producer
Improving asset turnover, high level of cash sales, and good pricemomentum relative to its sector Wafer demand above supply should continue as top...
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Smartkarma: ECM Coverage Weekly Update (22 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
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