Report Company Directory
- Asian Daily: Taiwan Downstream Sector - Nov sales: (+) NB, iPhone, substrate, EV vs. (-) Android, ICE by Credit Suisse
- Asian Daily: Taiwan Downstream Sector - Chain read from CS Japan quarterly survey by Credit Suisse
- Taiwan Downstream Sector - Quick Take: Takeaways from First Hi-Tec (5439.TWO, Not Covered) earnings call by Credit Suisse
- Taiwan Downstream Sector: 9M21 review: Inventory further escalating by Credit Suisse
- Semiconductors: C3Q Inv - Third Consecutive Quarter of Inventory Restocking - Cyclical "Flags" Still Offset By Structural Shifts by Credit Suisse
- Asia Semiconductor Sector: 3Q21 tech inventory: Supply chain building up while semiconductor under control by Credit Suisse
- Asian Daily: Taiwan Downstream Sector - Oct sales: (+) PC/substrate/acoustic vs (-) Apple, auto, smartphone, IPC, battery by Credit Suisse
- Asian Daily: China - Avary Holding: 3Q21 result better than feared, but ZDT's risk-reward more attractive. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan - ZDT: 3Q21 result better than feared. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Taiwan - Tripod Technology: 3Q21 miss on margin. Maintain NEUTRAL by Credit Suisse