Hon Hai (2317.TT): If the Market Is Unchanged, and It Will Be Slightly Upside in 2024 Market.
The 4Q23F results will be higher than 3Q23, but lower than 4Q22. If the market is unchanged, and it will be slightly upside in 2024F market. For...
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Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
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Taiwan: Underowned, Yet Gaining on Peers
Taiwan hits record levels of exposure among actively managed Global equity funds, yet it still lags behind its counterparts in the USA and Europe.
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Hon Hai: U.S. Chip Restrictions Vs. China Have Put Hon Hai in a Stronger Than Ever Position
AI and advanced semiconductors will become a necessity for a globally competitive EV platform -- This means that U.S. chip restricitons for China...
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Fitipower: Large % Market Cap as Cash Makes for Acquisition Target Price Support
We had a call with Fitipower management to understand the company’s latest situation in light of its weak share price and light analyst coverage.
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