Vanguard (5347.TT): 1Q22 Results/ 2Q22 Preview- Further Price Increase Could Hold in 2H22
Vanguard's revenue is NTD$13.49bn, which is at the high-end of guidance NTD$13.2~13.6 in 1Q22. Vanguard is likely to further raise price in 2Q22,...
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Novatek (3034.TT): 1Q22 Results/ 2Q22 Outlook- The Outlook Seems Better than Feared in 2022. .
Novatek's revenue/GM/OPM/NM was NT$36.512bn50.73%/36.73%/30.5% in 1Q22. In our views, we revise up to be revenue/GM as NT$38.7bn/50.98% in 2Q20....
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Novatek (3034.TT): The Growth Trend Seems Slowing Down Since 1Q22.
Novatek’s monthly revenue is increasing above 20% YoY from July 2020. The growth still keeps stacking up for a higher record in 4Q21. However, the...
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Vanguard (5347.TT): We Think Vanguard Can Easily Reach 1Q22 Guidance.
We think Vanguard can easily reach 1Q22 guidance. It’s NTD$4.976~5.176bn to go in March to reach the 1Q22 guidance of NTD$13.2~13.6bn. We still see...
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Vanguard (5347.TT): 8" Capacity Tightness with TSMC Standing Behind as Actionable
In our estimate, Vanguard’s 4Q21 revenue/GM is NT$12.6bn/46.3%, and 1Q22 revenue/GM is NT$12.3bn/46.1% respectively. Vanguard dealt with clients to...
231 Views