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REALETK SEMICONDUCTR sees an upgrade to Slightly Positive due to a bet...
The general evaluation of REALETK SEMICONDUCTR (TW), a company active in the Semiconductors industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date November 2, 2021, the closing pric...
- Valens Research
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Sector Synopsis
Int'l Equity Strategy Global equities were on a tear in early January, continuing the trend that began in 4Q2019. As global equities started to get extended, the coronavirus outbreak hit in mid-January, leading to some market setbacks and deterioration in market indicators as global growth expectations were dialed-in. Despite this deterioration, what was important to us was that there were not any breakdowns. Even the areas of the market most-directly affected by the outbreak -- China (MSCI Chi...
FME FRESENIUS MEDICAL CARE AG
UBI UBISOFT ENTERTAINMENT SA
STMICROELECTRONICS N.V. ADS
NOVN REALTEK SEMICONDUCTOR CORP
LONN NOVARTIS AG
MAS LONZA GROUP AG
SOBI MELCO RESORTS & ENTERTAINMENT LIMITED SPONSORED ADR
BAYN SWEDISH ORPHAN BIOVITRUM AB
GEN BAYER AG
AMP GENMAB A/S
KXS AMPLIFON S.P.A.
2376 KINAXIS INC.
9697 GIGA-BYTE TECHNOLOGY CO. LTD.
2379 CAPCOM CO. LTD.
009150 DIP CORPORATION
TECN SAMSUNG ELECTRO-MECHANICS CO. LTD
8WY TECAN GROUP AG
DIM WYNN MACAU LTD.
5483 SARTORIUS STEDIM BIOTECH SA
000660 SINO-AMERICAN SILICON PRODUCTS INC.
00027 SK HYNIX INC
2337 GALAXY ENTERTAINMENT GROUP LIMITED
TECN3 MACRONIX INTERNATIONAL CO. LTD.
237690 TECHNOS
SAP ST PHARM
VIFN SAP SE
OTEX VIFOR PHARMA AG
BIM OPEN TEXT CORPORATION
AMBU B BIOMERIEUX SA
SSU AMBU A/S CLASS B
1928 SAMSUNG ELECTRONICS CO. LTD. SPONSORED GDR
SANDS CHINA LTD.
Ford Equity International Rating and Forecast Report
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...
Cautious yet positive on 3Q16F outlook
​Mgmt remains cautious yet positive on 3Q16 thanks to peak seasonality & regaining tender orders. 1H16 sales were mainly driven by WLAN migration to 11ac, HDR-integrated 4KTV SoCs & Broadcom order gains. New products, including SSD (starting MP by year-end), automotive ICs & Type-C, have yet to make any contribution but will be the main growth drivers in the mid-/long term. We expect 2016/17 sales to grow 20%/6% YoY & raise our EPS forecasts by 4%/9% to NT$6.83/7.78. Realtek is trading at a 20...
SSD controller to be the next bright spot
​New product lines, including WLAN AC (migration from 11n to 11ac), HDR-integrated 4KTV SoC, Broadcom order gains, or SSD controllers (to be ramped-up at end-2016F), will be the major growth drivers in 2016/17F. Despite lowering our 2Q16F sales forecast to up 8% QoQ given client inventory adjustments in the past two months, we raise our 2Q16F EPS forecast to NT$2.07 on NTD depreciation and a better product mix. With largely the same 2016/17 sales estimates, we slightly raise our earnings assum...
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