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Asustek Computer (2357 TT)
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238
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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17 Sep 2024 05:03
PC Monitor: Microsoft Copilot Wave 2 Unveils Major AI Boost; Reiterate Structural Long for PC Makers
MSFT's Copilot update brings new collaborative interface and enhanced capabilities to Office apps, gaining traction with large corporations like...
Vincent Fernando, CFA
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360 Views
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bullish
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Asustek Computer
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30 Apr 2024 23:21
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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453 Views
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bullish
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Asustek Computer
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30 Jun 2024 22:58
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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367 Views
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bullish
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Asustek Computer
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10 Aug 2024 12:13
Asustek & Acer Key Takeaways: Strong July Revenue Growth and 'New Product Life Cycle' Starting 3Q24
Strong revenue growth in PC and server markets for Asustek and Acer signals robust demand, with Asus management forecasting a multi-year growth...
Vincent Fernando, CFA
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439 Views
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bullish
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Asustek Computer
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07 Aug 2024 16:05
PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long
MSFT's latest Copilot disclosures reveal growing traction with corporates, indicating increased AI adoption and value creation in software...
Vincent Fernando, CFA
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285 Views
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