QUANTA COMPUTER (TW), a company active in the Computer Hardware industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date January 18, 2022, the closing price was TWD 93.40 and its pote...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance. Nonetheless, the MSCI EM index is bottoming and remains attractive from a price perspective. We believe this recent RS weakness could very well be part of a longer-term RS bottoming process - especially if the U.S. dollar (DXY) is unable to break above 98. Below we highlight attractive and actionable themes within EM: • EM Countries: China has assumed a...
Synopsis Quanta Computer Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360Ëš view of the company. Summary - Detailed information on Quanta Computer Inc. required for business and competitor intelligence needs - A study of the major internal and external factors affecting Quanta Computer Inc. in th...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
​Upgrade to BUY: We believe Quanta is positioned to benefit from the new data center trends – SDNs, hyper-converged networks, and high performance computing (HPC) - and its NB ODM business should stabilize in 2017F. Coupled with having the second-highest dividend sustainability in Taiwan, we believe the stock deserves a re-rating. Our TP of NT$73 implies 13.5% upside.
​Quanta’s 4Q15 overall results were in line with consensus, but 1Q16 guidance is relatively tepid. No matter what Apple Watch’s outlook will be, Quanta is still experiencing healthy growth in its server business backed by its technological strength. The timing of the next gen Apple Watch is a swing factor to Quanta’s 2H16 outlook.
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