Hon Hai(2317.TT): It Will Be More Challenging in 2022, but Hon Hai Will Focus on EPS.
Revenue was better than expected in 2021, and it will be more challenging in 2022. Hon Hai will focus on getting more clients’ orders and maximize...
504 Views
Asia Pacific Telecom in Taiwan Takeunder by Far EasTone - Sector Remake Needs FTC+NCC Approval
On Friday, Asia Pacific Telecom and Far EasTone Telecom announced a takeunder merger, barely 2mos after the Taiwan Mobile/Star merger, and 6mos...
432 Views
Biel Crystal (伯恩光学) Pre-IPO - Industry Landscape & Peer Comparison - Auto Is the Wildcard
Peer comparison against other Apple suppliers show that BC doesn’t stand out but neither does it underperform in any aspects.
394 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
338 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
443 Views