Luxshare Precision (立讯精密) A+H Pre-IPO: Early Thought
Luxshare Precision is seeking an A+H listing. In this note, we look at the company's business, its industry context, and provide our early view on...
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Bears Become Endangered Species, as Tech Faces Zeitgeist Shift…
It’s rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for ‘melt up’...
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Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
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Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
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Mobile Data to Address Asia Pacific's Digital Divide
Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...
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