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Asustek Computer (2357 TT)
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Analysis
Information Technology
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Taiwan
Asustek Computer Inc. manufactures and markets computer motherboards, interface cards, notebook computers, and other related products.
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bullish
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Asustek Computer
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18 May 2025 18:24
PC Monitor: Asus Results Warn of Coming Slowdown; PCs' Next Edge AI Shift
ASUS surpasses 1Q25 expectations, warns of tariff risks and possible PC demand dip in 2H25 due to pricing uncertainty. PC segment growth strong,...
Vincent Fernando, CFA
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449 Views
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bullish
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Asustek Computer
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30 Apr 2024 15:21
PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle
CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.
Vincent Fernando, CFA
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618 Views
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bearish
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Tung Ho Steel Enterprise
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24 Jul 2025 13:49
Quiddity Leaderboard TDIV Sep25: Sector-Neutral Pair Trade Ideas with Some High Impact Names
Assuming no index changes take place in September 2025, we estimate one-way capping flows of US$662mn. Some of these names have fairly high impacts.
Janaghan Jeyakumar, CFA
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160 Views
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bullish
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Asustek Computer
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30 Jun 2024 14:58
PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration
PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...
Vincent Fernando, CFA
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466 Views
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bullish
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Elan Microelectronics
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20 Jun 2024 19:06
TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing
Elan Microelectronics is poised for growth in the AI PC upgrade cycle, with a strong position in the market and potential impact expected in late...
Vincent Fernando, CFA
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592 Views
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