bullish
Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions
325 Views30 Aug 2023 12:09
Elan is one of the institutionally most-underheld shares in our universe based on our analysis. Windows 11 adoption and touch usage for PCs has been rising and will accelerate with a PC upgrade cycle.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
- Intel Foundry Chief Unveils His Strategy12 Sep 2023
- Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs12 Sep 2023
- Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave04 Sep 2023
- Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions30 Aug 2023
- Elan Microelectronics: Specialized Upstream Play on Improving PC Industry Supply/Demand29 Mar 2023
- Elan Microelectronics: Capacity for Share Buybacks in 2023E, Intel Event Could Provide Cycle Clarity31 Dec 2022
- Elan Microelectronics: Index Removal Ending, Cash Rich for Buybacks or Acquisitions22 Sep 2022
x