Novatek (3034.TT): The Growth Trend Seems Slowing Down Since 1Q22.
Novatek’s monthly revenue is increasing above 20% YoY from July 2020. The growth still keeps stacking up for a higher record in 4Q21. However, the...
617 Views
Silergy (6415.TT): Earnings Conference for 4Q21-Â The Demand Is Strong for 2022~23.
Silergy expects Auto, Sever Mother-board, SSD should be showing a strong demand in 2022. The shipment lead-time is controlled at around 5~6 months,...
540 Views
Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.
We expect that the revenue/GM is about NT$5.95bn/54% in 1Q22 respectively. We expect it shall come to NT$6.14bn/56.5% for revenue/GM in 4Q21...
491 Views
Screening for GEMs: March 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
385 Views
GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
345 Views