- 2024-03-18 13:32:00FY23 results beat helped by better 4Q
- 2024-03-11 14:31:00Improved margins in 2023
- 2024-02-29 15:45:00FY23 preliminary results review; expect gradual recovery in 2024
- 2024-01-29 09:31:00True beneficiary in AI value chain
- 2023-12-15 10:32:00Expect Shengyi to enter Nvidia supply chain in 2024
- 2023-11-02 18:02:00Impressive 3Q results; Maintain BUY
- 2023-10-30 14:25:00Pending industry recovery with in-line 3Q results
- 2023-10-30 14:13:00Expect strong 3Q momentum to continue;Upgrade to BUY
- 2023-10-27 16:47:003Q results confirmed ODM back on track; poised for further growth
- 2023-10-26 14:05:00Mixed 3Q results
- 2023-10-24 16:53:00Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
- 2023-10-24 16:06:00Strong 3Q results on accelerating AI revenue
- 2023-10-10 15:52:00A defensive play with long runway for growth
- 2023-09-22 10:02:00Expect modest sequential growth in 2H23
- 2023-09-22 09:58:00Soft 1H23 numbers suggest no immediate turnaround
- 2023-09-11 10:12:00Sequential margin contraction indicates inventory digestions may per……
- 2023-08-29 17:04:00Investors focusing on 800G transceivers ramp-up after 1H23 results