UMC (UMC.US, 2303.TT): 1Q22 Earnings Preview- Continuous Growth
UMC’s sales/GM would reach to ~NT$58billion/~39% and NT$60billion/~41.5% in 4Q21/1Q22 respectively, a bit higher than Bloomberg consensus of...
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TSMC (TSM.US, 2330.TT): Bright Outlook in 2022
2022 outlook being bright. Intel’s possible orders in 2023. iPhone 2023 will be designed by Apple. TSMC's continuing updated technology roadmap.
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Hong Ra-Hee Block Deals on Samsung Electronics: Likely Pushed Back to Early Next Year
The current consensus of the local market on the timing of Hong Ra-hee's block deals on Samsung Electronics is around mid-January.
550 Views
EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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It's Beginning to Look a like Christmas
Can Samsung Electronics repeat the great performance it has had in December 2019 and 2020? Stock is up 8% month to date but still falls behind...
382 Views