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Quanta Computer (2382 TT)
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165
Analysis
Information Technology
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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08 May 2024 01:40
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
Vincent Fernando, CFA
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198 Views
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bearish
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NVIDIA Corp
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22 Feb 2024 09:19
From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
Andrew Lu
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1.6k Views
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bearish
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Thematic (Sector/Industry)
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02 Dec 2023 21:29
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
Andrew Lu
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1.3k Views
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bullish
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Quanta Computer
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31 Jul 2023 23:52
Taiwan Apple Ecosystem Monitor: Two Potential Event Trades into Apple Earnings
Apple will report its earnings on August 3rd. We highlight one Long / Short and one Long-Only Basket trade into the event.
Vincent Fernando, CFA
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328 Views
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bullish
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Thematic (Sector/Industry)
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31 Mar 2024 11:16
Semiconductor Real Time Indicators Update
Tracking monthly revenues of Taiwan semiconductor companies helps us identify key trends mid-quarter. Initially we tracked the MoM revenue changes....
William Keating
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376 Views
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