Taiwan Tech Weekly: Apple & Hon Hai Push for India Labor Changes, Singapore Heavily Courting TSMC
Hon Hai results are coming out March 15th. The U.S. is also reportedly preparing even more China restrictions for semiconductor equipment.
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TWSE Short Interest Weekly (Mar 3rd): Silergy, Via Tech, Evergreen Marine, Wiwynn
We analyzed TWSE short interest report for the past week and highlight short interest changes in Silergy, Via Tech, Evergreen Marine, Wiwynn.
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Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
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Long Apple Vs. Short Quanta & Pegatron Update: Apple Outperformed 12%, Consider Unwind
Apple has reported results recently and Quanta and Pegatron results should be next. However, Apple's best near-term outperformance may be past.
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Long Apple Vs. Short Quanta & Pegatron: Trade Ahead of Apple's Upcoming Earnings
We see Quanta & Pegatron at risk of margin pressure in 2023E -- With negative operating leverage potentially causing significant profit declines.
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