Today's Dominant Ideas
Technically, the SET Index is expected to move up, with the resistance at 1,550/1,555 points and the support at 1,537/1,529 points (the gap opened...
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Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
598 Views
LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
813 Views
Hon Hai: Hits New 52-Week Highs; Sanity Checking Management Guidance Shows Still More Upside
We maintain our 12-month price target of NT$155 per share, 35% above current levels and higher than the entire Street. We show how higher margin...
661 Views
Taiwan Tech Weekly: Micron Results Key for Nanya; Hon Hai New 52-Week High; AI Leaders Basket
Hon Hai's break out continues, with the shares achieving a new 52-week high. The company's new JV with automaker Stellantis may finally be winning...
401 Views