MediaTek (2454.TT): 1Q22 Results/ 2Q22 Outlook- 2Q22 Growth Outlook Could Be near Mid-Single Digits
Mediatek revenue was NTD$142.7bn in 1Q22, which was 32.1% YoY and 10.9% QoQ. The 2nd quarter outlook could be slightly growth of NTD$148.9bn/49.1%...
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Asia Ex-Japan Active Funds. Big Q1 Underperformance.
Active Asia Ex-Japan managers suffered one of their worst quarters in over a decade, with Value managers the only Style group to outperform the...
440 Views
Screening for GEMs: April 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
390 Views
Major Taiwanese Players in the Electronics Supply Chain: Slowing Demand for Consumer Electronics
In this insight, we discuss about the major Taiwanese players in the electronics supply chain that could be impacted by the the slowing demand for...
479 Views
GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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