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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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Thematic (Sector/Industry)
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22 Aug 2022 08:23
Taiwan Tech: Who's Ahead of the Inventory Cycle?
We look at where Taiwan tech sits in the cycle and which companies appear better or worse placed to weather the coming inventory correction.
Vincent Fernando, CFA
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237 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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10 Mar 2024 18:14
Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus
TSMC and Mediatek see significant stock gains, with TSMC ramping advanced packaging capacity and the iPhone 16 is on schedule. Dell and HPQ...
Vincent Fernando, CFA
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424 Views
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bullish
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Elan Microelectronics
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27 Feb 2024 06:30
Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long
Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.
Vincent Fernando, CFA
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271 Views
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bullish
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Taiwan Semiconductor (TSMC)
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07 Feb 2024 02:12
Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
Vincent Fernando, CFA
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365 Views
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bullish
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Quantitative Analysis
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21 Jan 2024 10:00
TWSE Foreign Holding Weekly (Jan 19th): TSMC, Quanta Computer, Delta Elec, Global Unichip, Hon Hai
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Delta Elec, Global...
Ke Yan, CFA, FRM
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505 Views
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