JCET (600584.CH): The Demand Was Strong in 2021, but 1Q22 Should Be a Seasonal Decline.
JCET has reported 2021 annual results, and there is RMB$8.59bn/ 9.5% of revenue and NM percentage in 4Q21. In 1Q22, the revenue/NM percentage is...
505 Views
JCET (600584.CN): The 1Q22 Will Be a Lower Season, and the Recent Ukraine Crisis Did Post a Shadow.
Usually, the 1st quarter is relatively a lower season. Therefore, we will expect that the revenue/NM is about RMB$8. 7bn/9.0% in 1Q22 respectively,...
502 Views
ASE Holding (ASX.US, 3711.TT): The Outlook of 1Q22 Could Be a Bit Bearish as Actionable
Hope we could be wrong, but the outlook of 1Q22 could be a bit bearish since we believe ASE Holding (ASEH) revenue/GM will reach ~NT$165bn/19.4%...
391 Views
STAR Board: CSI300 Index Rebalance: Rule Change Sees STAR Board Stocks Included
There are 26 inclusions/exclusions from the CSI300 index with a one way turnover of 3.87%. An expansion of the universe has 4 STAR Board stocks...
774 Views
CSI300 Index Rebalance Preview: 21 Changes in June, Could Be 24 in December
There could be 24 changes to the CSI300 index at the December review with an estimated one-way turnover of 4.06%. 4 inclusions and 11 deletions are...
608 Views