TSMC (TSM.US; 2303.TT): TSMC Shall Decide Whether to Raise Wafer Price in One, or Two Month.
TSMC has the lowest wafer price among top foundry players, i.e., TSMC, UMC, GF and SMIC. For 28nm, the generic price is ~US$2,500 in TSMC, but it...
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Bank Central Asia: GEM Funds Hit Max Exposure
Ownership in PT Bank Central Asia has hit record highs. Of the 246 active GEM funds in our analysis, 46.3% own BBCA and 40.24% are overweight the...
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MediaTek (2454.TT): 4Q21 Results/ 1Q22 Outlook- It's a Bit of Beyond Expectation as Actionable
MediaTek will lead in the smartphone area, including 4G/5G for ~700mn in 2022. The 5G penetration rate will be from 35-40% in 2021 to be 50% in...
390 Views
MediaTek (2454.TT): 1Q22 Preview-A Little Bit Higher in Revenue Outlook
In our estimate, the 4Q21/1Q22 revenue/GM is about NT$127.6bn/47.5% and NT$136Bn/47.5% respectively. We forecast MediaTek to ship 4G/5G for ~355mn...
580 Views
EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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