Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.
We expect that the revenue/GM is about NT$5.95bn/54% in 1Q22 respectively. We expect it shall come to NT$6.14bn/56.5% for revenue/GM in 4Q21...
481 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...
453 Views
Silergy-KY (6415 TT, TRADING BUY, NTD5,150)
Better-than-expected GM; recommend TRADING BUY . Silergy’s 3Q21 GM beat our forecast. Given tight foundry capacity and product/client mix...
278 Views
Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
434 Views
Silergy-KY (6415 TT, TRADING BUY, NTD5,150)
Better-than-expected GM; recommend TRADING BUY . Silergy’s 3Q21 GM beat our forecast. Given tight foundry capacity and product/client mix...
231 Views