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ENTITY
Asustek Computer (2357 TT)
Watchlist
276
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
•
Asustek Computer
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09 Mar 2024 13:24
PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus
Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...
Vincent Fernando, CFA
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598 Views
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bullish
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Asustek Computer
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14 Nov 2023 22:30
How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground
However, gaming PC competitor MSI is already moving fast; Shows how gaming PCs are likely to be the first AI PC battleground. Long Asustek, remains...
Vincent Fernando, CFA
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470 Views
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bullish
•
Intel Corp
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11 Sep 2023 18:01
Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs
Intel's Meteor Lake chip family will enable mass adoption of AI PCs and the company could become widely admired by the market again. This also...
Vincent Fernando, CFA
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623 Views
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bullish
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Asustek Computer
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12 Aug 2023 23:30
PC Monitor: Asustek Preparing for AI PC Upgrade Wave, Volume Sales in 3Q24
Asustek and Acer recently reported 2Q23 results with both companies showing a rebound in margins and normalized inventory levels. The cycle trough...
Vincent Fernando, CFA
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546 Views
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bullish
•
Asustek Computer
•
27 Nov 2024 22:19
PC Monitor: Dell & HPQ Highlight Sharp Divide Between Corporate and Consumer PC Demand; Shares Slump
Dell and HPQ report soft PC results, with industry upgrades delayed until 2025. Commercial strength confirmed, while consumer weakness persists.
Vincent Fernando, CFA
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484 Views
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