WinSemi (3105.TT): 1Q22 Preview- We Think the Hope Is in 3Q22.
WinSemi's revenue was NTD$5.56bn in 1Q22, which was -7.3% YoY and -22.96% QoQ. We think WinSemi's revenue could be seeing upside until 3Q22, and it...
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King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
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Potential Buyers for Broadcom’s Wireless Business Unit
In December last year, Broadcom Limited (AVGO US) reported that it wants to sell its wireless chip unit and that it is working with the Credit...
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Taiyo Yuden (6976) - Worth Watching on the Broadcom / Qualcomm Situation
Discussions with techsperts in the US as to whether the Broadcom (AVGO US) / Qualcomm (QCOM US) deal will complete (and if so, at what price)...
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Reversing S&P Long to Short
Chartonics flashThursday 29 September 2016NDX and S&P sell levels with action pointsCycles - Base case called for strength into late this week...
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