bullish
UMC (2303.TT): 2Q22 Preview and the Order Booking Is Pretty Much Full in 3Q22.
392 Views12 Apr 2022 13:44
The 1Q22 revenue is NTD$63.4bn, and we estimate GM is ~40%, which is consistent with 1Q22 guidance. We estimate the order is pretty much confirmed in UMC in 3Q22, which should be ~NTD$65bn.
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Patrick Liao
Taiwan Tech Focused Senior Analyst
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