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US : Semiconductor - Semiconductors | 3Q22 Asia Supply Chain Checks

CGS-CIMB Melissa
Melissa Fairbanks @ CGS-CIMB 16 September 2022

HANA: Stay cautious

Weak smartphone demand. Weak PC demand but strong demand from Auto and RFID. 3Q22 earnings to drop YoY.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 14 September 2022

Micron Technology Inc: Vermilion Short Shots: Technically Vulnerable Stocks

CEVA, MU, NVDA, POWI, SITM, COHR, RTX, DELL, HPQ, SONYT, TM, SMP, PATK, SWK, PATK, SWK, MOV, HUN, SSL, ELAN, GSK, LIVN, OMI, SHC, BGS, MKC, TSN, UVV, CHD   Short Shots is a collection of technically vulnerable charts culled from the Negative Infl...
Vermilion Research David
David Nicoski @ Vermilion Research 9 September 2022

Thailand: Utilities - Who wins most from a higher Ft?

EGAT’s huge gas cost burden …. … means high electricity prices through 2023. SPPs will recover, VSPPs will fly.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 5 September 2022

Gunkul Engineering PCL: Good news queueing up!

Diminished expectations for earnings is priced in …. …and 2H22 outlook is fair. When electricity price rises, we think about SPPs, but actually ….
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 1 September 2022

Pakistan Textiles: Core-profits are intact, but FY23 to be challenging

We estimate the IMS Textile Universe to post core NPAT of PKR7.9bn, down 8% YoY, largely due to one-off supertax. ILP and GATM are likely to lead the sector, owing to elevated robust Spinning segment margin and Hosiery margin for ILP. We are Overweig...
Intermarket Securities Abdul Ghani
Abdul Ghani Mianoor @ Intermarket Securities 31 August 2022