Search results for ASX
ASX community
One keyword maps to one global community path.
People
Not Found
Tweets including ASX
Earnings Takeaways Note - ASE (ASX US, 3711 TT)
* Reiterates Buy; TP lowered to NT$754.
* 2Q26 inline: Revenue NT$191bn (+10% QoQ, +27% YoY), EPS NT$4.8 (+48% QoQ, +177% YoY).
* Strong 3Q26 guidance: Revenue +21–22% QoQ, led by EMS +40% QoQ and ATM +11–13% QoQ.
ATM margin to reach 28–29%, supported by AI-driven LEAP demand, high utilization, and pricing.
* LEAP (advanced packaging) outlook raised: Mgmt believes LEAP revenue run rate is ahead of guidance and guide it to DOUBLE in 2027.
* We lift 2026/27E LEAP revenue increased to US$3.8bn/7.7bn (vs. prior US$3.6bn/6.4bn).
* AMD Venice (~5–5.5M CPUs supply chain builds) and Nvidia Vera to support Full Process growth in 2027z
* Capex raised by another US$2bn.
* we maintain 2.5D capacity forecast: 15K/45K/55K WPM by end-2026/27/28.
#ASE# #ASX#
Show more
Australia's ASX finance chief Andrew Tobin to retire months after new CEO named
Australia's ASX finance chief Andrew Tobin to retire months after new CEO named
Exchange operator ASX sinks most in 26 years as tech revamp swells costs
Exchange operator ASX sinks most in 26 years as tech revamp swells costs
I love ah ghetto asx tubi movie
AustralianSuper says possible Glencore listing on ASX would be positive
AustralianSuper says possible Glencore listing on ASX would be positive
Real estate has a new look on @BNBCHAIN with @asx_capital.
Invest in real estate backed tokens to earn automated monthly cashflow from real-yield earning assets.
Swap today to earn 💸
🔗
Show more
Terrifying moment Waymo drives through exploding fireworks as passenger left helpless
