Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>What's new?</h2><p>According to <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors Inc (TSLA US)</a>'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y (14,065 were Model S, up 17% q/q but down 12% y/y, and 11,865 were Model X, up 18% q/q and 35% y/y, 220 were Model 3). Tesla now expects 2H Model S/X deliveries to exceed that by several thousand vehicles than 1H's 47,077 with a total about 100,000 Model S/X in 2017 or 31% y/y increase.</p><p>Q3 production totaled 25,336 vehicles, with 260 of them being Model…</p>

What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y (14,065 were Model S, up 17% q/q but down 12% y/y, and 11,865 were Model X, up 18% q/q and 35% y/y, 220 were Model 3). Tesla now expects 2H Model S/X deliveries to exceed that by several thousand vehicles than 1H's 47,077 with a total about 100,000 Model S/X in 2017 or 31% y/y increase.Q3 production totaled 25,336 vehicles, with 260 of them being Model…

Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>We screened for growth names in Asia that have little to no coverage but still trade enough that you could potentially invest. If you can trade A-shares, please contact us because the universe gets a lot bigger if we add A-shares. The two names that top the list were <a href="https://www.smartkarma.com/entities/14905" target="_blank" data-smartkarma-citation="entities:14905:1">Grape King Bio Ltd (1707 TT)</a> and International Games System (3293 TT).</p><h2>Screen Criteria</h2><ol>
<li>Daily Value traded (6M Average) is greater than 5mn USD</li>
<li>Only 1 Analyst or no coverage at all</li>
<li>Positive OP growth 9 out of the last 12 quarters</li>
<li>Median…</li>
</ol>

We screened for growth names in Asia that have little to no coverage but still trade enough that you could potentially invest. If you can trade A-shares, please contact us because the universe gets a lot bigger if we add A-shares. The two names that top the list were Grape King Bio Ltd (1707 TT) and International Games System (3293 TT).Screen Criteria
Daily Value traded (6M Average) is greater than 5mn USD
Only 1 Analyst or no coverage at all
Positive OP growth 9 out of the last 12 quarters
Median…


Growth Names in Asia You Probably Have Not Heard About but Can Invest In....

Taiwan

Asia Optical Co., Inc. manufactures and markets electro-optical products.  The Company's products include optical components, cameras, fax machines, and contact image sensor (CIS) electronic products.  Asia Optical sells its products in Taiwan and exports worldwide.

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Asia Optical Co (3019 TT)

Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself

What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y...

Andrew Lu

Growth Names in Asia You Probably Have Not Heard About but Can Invest In....

We screened for growth names in Asia that have little to no coverage but still trade enough that you could potentially invest. If you can trade...

Custom Products Group

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52-week Range

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