Apple expected to adjust orders to upstream partners to maintain profits and reduce risks Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Monday 20 April 2015] Apple is expected to adjust orders to its upstream partners for iPhone 6 and Apple Watch components in the third quarter to minimize the risk of putting all its eggs in one … More

Digitimes Research: Taiwan large-size panel shipments decline in 1Q15 Tony Huang, Taipei; Alex Wolfgram, DIGITIMES [Monday 20 April 2015] Taiwan panel makers’ shipments of large-size (9-inch and above) TFT LCD panels reached 60.165 million in the first quarter of 2015, down 10.2% on quarter but down 3.3% on year, according to Digitimes Research. Out of the … More

Digitimes Research: China smartphone shipments shed 30% sequentially in 1Q15 Kristina Shih, DIGITIMES Research, Taipei [Monday 20 April 2015] Shipments of smartphones by China-based vendors declined by nearly 30% sequentially to 91.8 million units in the first quarter of 2015 due to sluggish demand both at home and overseas, as well as reduced production affected by … More

Portfolio 13/4/2015

Name/名稱 Symbol/編碼 Cost/成本價 (HKD) Share price/股價 (HKD) Profit/Loss (%) NAV/資產淨值 (HKD) % of portfolio/組合比例 Lung Kee Holdings Ltd./龍記集團 0255.HK $2.391 $2.37 -0.89% 0.0633 3.24% 63.86% I.T 0999.HK $2.402 $2.90 20.72% 0.2635 13.47% Good Friend International Holdings Ltd./友佳國際 2398.HK $2.435 $2.70 10.86% 0.0000 0.00% Texhong 2678.HK $6.915 $10.36 49.81% 0.2630 13.44% Weiqiao Textile 2698.HK $4.304 $5.86 … More Portfolio 13/4/2015

Compal ships 3.6 million notebooks in March Adam Hwang, DIGITIMES, Taipei [Friday 10 April 2015] Compal Electronics shipped 3.6 million notebooks in March, and consequently 9.3 million units in the first quarter of 2015, according to the company. Compal reported consolidated revenues of NT$74.956 billion (US$2.39 billion) for March, rising 37.26% on month and 10.91% on … More