Portfolio

Name Symbol Cost (HKD) Share price (HKD) Profit/Loss (%) NAV (HKD) % of portfolio I.T 0999.HK $2.209 $3.23 46.20% 0.3017 14.70% 75.90% Pico Far East 0752.HK $1.707 $2.36 38.25% 0.2464 12.00% Weiqiao Textile 2698.HK $3.345 $5.05 50.95% 0.2081 10.14% Texhong 2678.HK $6.508 $10.90 67.48% 0.3369 16.41% Kingboard Chemical 0148.HK $14.078 $23.35 65.87% 0.1604 7.81% Truly … More Portfolio

Truly Opto-Electronics poised to produce AMOLED panels

Truly Opto-Electronics poised to produce AMOLED panels Sammi Huang, Taipei; Adam Hwang, DIGITIMES [Monday 5 December 2016] China-based touch panel maker Truly Opto-Electronics has produced 5.7-inch sample AMOLED panels at an existing factory acquired from Samsung Display, with such panels under trial use by China-based white-box smartphone vendors and independent design houses (IDHs), according to Taiwan-based … More Truly Opto-Electronics poised to produce AMOLED panels

ASE a major SiP backend provider for Apple, say sources

ASE a major SiP backend provider for Apple, say sources Julian Ho, Taipei; Jessie Shen, DIGITIMES [Tuesday 20 September 2016] Advanced Semiconductor Engineering (ASE), through its Shanghai-based subsidiary Universal Scientific Industrial (USI), has obtained SiP (system-in-package) backend orders for Wi-Fi, fingerprint sensor and force touch modules used in the recently-released iPhone 7/7 Plus, according to industry … More ASE a major SiP backend provider for Apple, say sources

Taiwan fingerprint sensor suppliers set to post strong 3Q16

Taiwan-based fingerprint sensor suppliers including Egis Technology (Egistec), Elan Microelectronics and FocalTech Systems are set to post brisk sales for the third quarter of 2016 buoyed by strong demand for smartphones, according to market observers. The growing adoption of fingerprint sensors among Android smartphones is being identified as a major driver for the companies’ third-quarter … More Taiwan fingerprint sensor suppliers set to post strong 3Q16

AMOLED, Full In-Cell, DLC coating may be adopted for high-end smartphones in 2016 Sammi Huang, Taipei; Joseph Tsai, DIGITIMES [Friday 1 April 2016] As vendors continue to push specifications to compete in the high-end smartphone market, several new technologies including AMOLED, Full In-Cell touch, and diamond-like carbon (DLC) coated glass could be adopted in some of … More

Innolux restores 85% capacity at STSP Rebecca Kuo, Tainan; Adam Hwang, DIGITIMES [Monday 15 February 2016] TFT-LCD panel maker Innolux has restored 85% of its production capacity at the Southern Taiwan Science Park (STSP) following damage from a massive earthquake that hit southern Taiwan on February 6, according to the company. A 5G fab and a … More