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Micro Star International (2377 TT)
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74
Analysis
Information Technology
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Taiwan
Micro-Star International Co., Ltd. manufactures and markets motherboards and video graphic accelerate (VGA) cards. The Company exports its products to Europe, North America, and other Asian countries.
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bullish
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Asustek Computer
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09 Mar 2024 21:24
PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus
Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...
Vincent Fernando, CFA
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450 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Nov 2023 21:48
Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
Vincent Fernando, CFA
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411 Views
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bullish
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Asustek Computer
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15 Nov 2023 06:30
How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground
However, gaming PC competitor MSI is already moving fast; Shows how gaming PCs are likely to be the first AI PC battleground. Long Asustek, remains...
Vincent Fernando, CFA
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308 Views
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bullish
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Gigabyte Technology
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11 Nov 2023 20:22
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
Andrew Lu
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1k Views
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bullish
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Intel Corp
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30 Oct 2023 15:20
PC Monitor: Inventories Healthy & Intel Expects Over 100 Million AI PCs In Two Years
New Meteor Lake chips launching in December are anticipated to boost demand for AI-optimized PCs in 2024. The PC industry's inventory digestion is...
Vincent Fernando, CFA
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353 Views
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