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ENTITY
Asustek Computer (2357 TT)
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284
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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16 Sep 2024 21:03
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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504 Views
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bullish
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Asustek Computer
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10 Aug 2024 04:13
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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516 Views
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bullish
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Asustek Computer
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07 Aug 2024 08:05
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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420 Views
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bullish
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Asustek Computer
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30 Jul 2024 09:30
PC Monitor: MSFT Results Imminent; Look for Copilot Progress; Taiwan PC Makers Show Healthy Growth
PC makers' shares fell in July, but pure PC exposure like HPQ outperformed. Global PC shipments increased 3% YoY in 2Q24, with Microsoft and...
Vincent Fernando, CFA
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352 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 May 2025 11:52
Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C
Intel secures Microsoft contract, AMD emphasizes Taiwan alliance in AI chip race, Mediatek poised for growth at Computex Taiwan.
Vincent Fernando, CFA
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955 Views
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