The independent financial analyst theScreener just awarded an improved star rating to GLOBALWAFERS (TW), active in the Semiconductors industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 2 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date November 19, 2021, the closing ...
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....
Growth Over Value We continue to see coronavirus concerns as helping correct the excess bullish sentiment in the short-term. Additionally, considering the dearth of breakdowns, we continue to believe this is a bull market until proven otherwise and a “buy the dip†strategy remains warranted. • Major Indexes Holding Up Well. As mentioned above, breakdowns in major indexes are hard to come by. EM (MSCI EM), China (MSCI China), Europe (STOXX 600), MSCI ACWI, ACWI ex-US, and EAFE have all pu...
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...
​Although GWC remains one of the best MEMS/sensor and automotive semiconductor proxies in Taiwan, given its high exposure to some of the global leading players, the strengthening JPY has clearly put pressure on its operations, and the trend is probably unlikely to reverse anytime soon. As such, we are taking a more conservative approach on our earnings forecasts, which results in a lower TP/rating. Meanwhile, any potential acquisition of its global wafer peers could be a smart way to expand it...
​The company is considered one of the best MEMS/sensor and automotive semiconductor plays in Taiwan given its high exposure to some of the global leading players. At yesterday’s conference, mgmt reiterated that 4Q15 was the bottom for this cycle, and it expects to see sequential sales growth throughout this year, echoing the positive outlook for the industry.
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