UBS Equities-Taiwan Equity Strategy _Be opportunistic if summer fades the...-108805060

报告摘要

Global Research and Evidence Lab Be opportunistic if summer fades the recent rally H224 focus: AI tech, new products, cyclical recovery

核心要点

21 June 2024

报告信息

文件全名: 《UBS Equities-Taiwan Equity Strategy _Be opportunistic if summer fades the...-108805060.pdf》
适合读者: 战略规划行业研究员
核心数据: Post the Q124 results beat, MSCI Taiwan consensus earnings estimates were raised 23%. We think consensus earnings could be revised up a further 2-3% as April and May
sales are both tracking above seasonal: 69% of Q224 consensus estimates versus
seasonal 65%. Tech sectors are tracking ahead of consensus, led by foundry, hardware,
tracks closely with Taiwan monthly sales momentum, slowed to 7% YoY in May versus
10% in April, mainly due to a decline in IC design orders. Export orders for AI
核心议题: AI

常见问题

《UBS Equities-Taiwan Equity Strategy _Be opportunistic if summer fades the...-108805060》主要包含哪些内容?

Global Research and Evidence Lab Be opportunistic if summer fades the recent rally H224 focus: AI tech, new products, cyclical recovery核心数据:Post the Q124 results beat, MSCI Taiwan consensus earnings estimates were raised 23%. We think consensus earnings could be revised up a further 2-3% as April and May;sales are both tracking above seasonal: 69% of Q224 consensus estimates versus;seasonal 65%. Tech sectors are tracking ahead of consensus, led by foundry, hardware,。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 74。

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这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了AI等议题。