SMIC (981.HK): 1Q24 Outlook Was Improved, and The 2Q24 Outlook Appears to Be Better than 1Q24.
Exciting 1Q24 results show revenue and GM surpassing guidance, with optimistic 2Q24 outlook despite EUV machine embargo impacting China.
401 Views
GlobalWafers (6488.TT): Demand Was Weaker in 1H24F, and We Hope It Will Be Better in 2H24F.
GlobalWafers' 1Q24 results is lower operating income than consensus. Anticipates steady revenue in 2024, with 1H24 accounting for 45% of yearly...
212 Views
Novatek (3034.TT): 1Q24 Sales Inline; 2Q24F Sales Guidance Below Consensuses
Company's 2Q24 revenue outlook falls below expectations due to soft smartphone demand, despite aggressive stocking for TVs. Dividend payout rate...
181 Views
KYEC (2449.TT): 1Q24F Was a Seasonal Dip, but 2Q24F Should Be Picking up Below 5% QoQ.
1Q24 revenue growth was -3.35% QoQ, slightly exceeding our expectation of a 5% QoQ decline. 2Q24 revenue is projected to be less than 5% QoQ....
252 Views
Vanguard (5347.TT): 1Q24 Sales Did Reach the Bottom, and 2Q24F Rebounds ~15% QoQ in Sales.
1Q24 sales reached 96% of 4Q23, the recent low of sales. Demand is gradually picking up in 2Q24F, but inventory adjustments for industrial and...
267 Views