Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul>
<li>Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.</li>
<li>Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.</li>
<li>ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.</li>
</ul>


Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.
Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.
ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.


Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

External broker reports(aggregated public sources), Masterlink Securities Corp

Masterlink Securities

External broker reports(aggregated public sources)

<p>Given Ennoconn’s good order visibility, we wait for the shortage of components and materials to be resolved by late 2021. In addition, the company plans to tap into the AIOT market in cooperation with upstream chip suppliers, which is conducive to future development along with software and hardware integration. We forecast FY21 and FY22 EPS at NT$13.27 and NT$15.6, respectively. Currently, it is trading at around 13x FY22 EPS. Therefore, we reiterate BUY on Ennoconn with a TP of NT$250 (16x FY22 EPS).</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Given Ennoconn’s good order visibility, we wait for the shortage of components and materials to be resolved by late 2021. In addition, the company plans to tap into the AIOT market in cooperation with upstream chip suppliers, which is conducive to future development along with software and hardware integration. We forecast FY21 and FY22 EPS at NT$13.27 and NT$15.6, respectively. Currently, it is trading at around 13x FY22 EPS. Therefore, we reiterate BUY on Ennoconn with a TP of NT$250 (16x FY22 EPS).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Ennoconn (6414 TT) Good Order Visibility Solving Component Shortage

Taiwan

Ennoconn Corporation is involved in the design and development of industrial mother boards primarily in Taiwan.  The Company provides hardware system solutions to various market applications, including point-of-sales (POS), banking automation, kiosk, lottery, and industrial automation.

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Ennoconn Corp (6414 TT)

Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...

Tech Supply Chain Tracker

Ennoconn (6414 TT) Good Order Visibility Solving Component Shortage

Given Ennoconn’s good order visibility, we wait for the shortage of components and materials to be resolved by late 2021. In addition, the company...

Masterlink Securities

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