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Vincent Fernando, CFA
Managing Director, Zero One
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Zero One
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Location:
Taiwan
Joined:
24 September 2019
395
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Recent
bullish
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Hon Hai Precision Industry
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15 May 2024 07:59
Hon Hai: Traditional Server Market Now Adding to AI Growth; Expects Market Share Gains in 2024E
Hon Hai anticipates significant growth in 2024E, especially in AI server market despite material shortages. Traditional server market rebounding,...
Vincent Fernando, CFA
71 Views
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bullish
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Asustek Computer
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14 May 2024 04:43
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
Vincent Fernando, CFA
246 Views
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bullish
•
Himax Technologies Inc Adr
•
12 May 2024 23:38
Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon
Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below...
Vincent Fernando, CFA
254 Views
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bullish
•
Taiwan Semiconductor (TSMC) - ADR
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09 May 2024 04:56
Taiwan Dual-Listings: TSMC Spread Slumps Then Fully Rebounds; Shorts Spiking Ahead of IMOS Results
Potential trades to consider in TSMC and CHT. Notable surge in short interest right ahead of IMOS earnings today; with the shorts be proven right?
Vincent Fernando, CFA
310 Views
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bearish
•
Novatek Microelectronics Corp
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08 May 2024 07:55
Novatek Seeing Soft Consumer Electronics Demand; Muted Forward Guidance; Shares Appear at Risk
Novatek's cautious outlook for future demand and all-time high share price may lead to near-term selling pressure. Limited potential for near-term...
Vincent Fernando, CFA
176 Views
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