Gogoro: Hunting for a Contrarian EV Buy; Valuing It as a Utility/Infra Business
The company has faced headwinds recently, with hardware sales relatively weak vs. its local market. The battery swapping business is compelling and...
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Taiwan Tech Weekly: New Huawei Phone Works Around U.S. Restrictions?; Taiwan AI Stocks Surging Again
Dell will report earnings -- Look for PC upgrade cycle color and AI PC comments. SEMICON Taiwan is coming soon, we will attend.
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Apple Partner Hon Hai Reports Weakest December Revenue In Years, But EV Growing; Buying Opportunity
Hon Hai's December revenue was the lowest in recent history, but latest developments show its EV business expansion progressing and the stock is...
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Riding the EV Wave
EV SPACs have been all the rage over the last few years, as OEMs have raced to become the next Tesla, yet have failed to live up to the hype. With...
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