The epicentre of the earthquake is located in a rural area called Ya’an, which is about 140km southwest of Chengdu. Ya’an is around 200km south of Wenchuan, the epicentre of the earthquake in 2008. Considering the proximity of many of business plants are located in Sichuan, there is a definite negative impact on the operations. AUPU 477 … More Sichuan Ya’an earthquake and what it means for me
From the report, with my own thoughts in bold… Business Review & Prospect In 2012, due to continued economic weakness in the U.S. and European countries, the global personal computer industry recorded a disappointing year marked by shipment decline. Notwithstanding these challenges in the market, Ju Teng achieved remarkable results with its profits more than … More Ju Teng 2012 Results
Dell demands price cuts from upstream supply chain Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Wednesday 13 March 2013] Dell has reportedly been demanding its upstream component suppliers cut their prices to help reduce its costs. Metal chassis suppliers, which have a higher price level than most other components, are the US brand vendor’s first target, according … More Dell demands price cuts from upstream supply chain
Notebook chassis makers expand capacity at Chongqing plants in 2H12 Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 27 August 2012] As notebook ODMs have recently started accelerating their expansion of production capacity in Chongqing, their upstream chassis suppliers – Zhanyun Chongqing Electronics, Ju Teng and Huan Hsin – have also set out to increase their chassis … More Notebook chassis makers expand capacity at Chongqing plants in 2H12
JP Morgan, are you kidding me, 5 bucks? 摩通：巨騰(03336)目標價上調至5元 評級「增持」 Well, what can I say, at least they are still hiring… Update: Just because they are hiring doesn’t mean business is going phenomenally well. This type of business has very high staff turnover rate because a lot of people think the work is too hard, … More 5 bucks?
This result is largely inline with what I have in mind. I will highlight a few important figures. Profit margin before tax of 6.3%, up from 2.52% last period. ROE 4.59% up from 1.78%. Leverage is 1.96 times, which is all right. If looking at the second half, if it can achieve full year ROE … More Ju Teng Interim Results
Ka Shui International, 822.HK just released their interim results. In which it says, “the first half of 2012 has started well with the good momentum carried over from the second half of 2011. Driven by the robust growth in sales of magnesium alloy’s notebook computer components as well as plastic protective cases for the smartphone market.” It further … More I found a pretty interesting company