Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

Nova Technology Corp/Taiwan / Equity Bottom-Up

<ul>
<li>Nova Technology Corp is a leading company in Taiwan in integrating water, gas, and chemical systems for high-tech industrial facilities. </li>
<li>Nova Technology provides high dividend payout and excellent dividend yield. From 2019 to 2023, the company's dividend payout and dividend yield averaged 71.7% and 7.2%, respectively.</li>
<li>Nova Technology generates high levels of ROE. Its ROE improved from 23% in 2021 to 28.7% in 2022 and 30.3% in 2023.</li>
</ul>


Nova Technology Corp is a leading company in Taiwan in integrating water, gas, and chemical systems for high-tech industrial facilities. 
Nova Technology provides high dividend payout and excellent dividend yield. From 2019 to 2023, the company's dividend payout and dividend yield averaged 71.7% and 7.2%, respectively.
Nova Technology generates high levels of ROE. Its ROE improved from 23% in 2021 to 28.7% in 2022 and 30.3% in 2023.


Asian Dividend Gems: Nova Technology Corp

Asia and Global Semiconductor and Tech Research

Andrew Lu

Thematic (Sector/Industry)

<ul>
<li>Y/Y improvement for LCD, PMIC, GaAs RF, gaming card, cooling system, semi equipment&amp;material, semi fab construction, memory, and foundry vendors but more y/y deterioration for WiFi and CMOS sensor vendors</li>
<li>After 6 vendors beating consensus, we might see AI server supply chain, large panel LCD driver, WiFi/networking, and NAND flash vendors in US to report a better than expected 1Q24.</li>
<li>We might see 8"/12" raw wafer (like Shin Etsu, SUMCO , National Silicon Industry, Siltronic AG) vendors in Japan, China, and Germany to report a worse than expected 1Q24.</li>
</ul>


Y/Y improvement for LCD, PMIC, GaAs RF, gaming card, cooling system, semi equipment&amp;material, semi fab construction, memory, and foundry vendors but more y/y deterioration for WiFi and CMOS sensor vendors
After 6 vendors beating consensus, we might see AI server supply chain, large panel LCD driver, WiFi/networking, and NAND flash vendors in US to report a better than expected 1Q24.
We might see 8"/12" raw wafer (like Shin Etsu, SUMCO , National Silicon Industry, Siltronic AG) vendors in Japan, China, and Germany to report a worse than expected 1Q24.


Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales

Taiwan

Nova Technology Corp. of Taiwan provides industrial machinery and engineering services. The Company offers glass cutting systems, seal dispenser, cylinder cabinets, factory system gas engineering services, and other services. Nova Technology provides services in Southeast Asia.

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Nova Technology Corp/Taiwan (6613 TT)

Asian Dividend Gems: Nova Technology Corp

Nova Technology Corp is a leading company in Taiwan in integrating water, gas, and chemical systems for high-tech industrial facilities. It...

Douglas Kim

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...

Andrew Lu

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