TAIWAN: WEEK IN REVIEW, 08Jun2013

Exports slow as she goes; Philippines sanctions might be lifted; HTC on the down and out; Property carpet baggers; More toxic food; Want some of this levered European Bank?; Taipower an expert at losing money; Here’s what you missed this week.
aman philippines2
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TAIWAN: CLOSING WRAP, 07Jun2013

TWSE goes nowhere today; Let’s talk about Diaoyus; 15 shooters; Tech is king; Will you buy Windows 8.1?; Made in China pc tablet edition; Here’s what you missed today.
china taiwan japan
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TAIWAN: BEFORE THE OPEN, 06Jun2013

Boom times in Taiwanese property, factory transactions up, and foreign capital flocking; Taipower crushed by energy prices; Cathay Financial hits the bid; Hide and go seek at the FDA; Made in China, Taiwan exports; Foxconn changes Chinese name; Here’s what you need to know pre open.
anshu jain
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Taipower crushed by higher fuel costs

car crushed

The Chairman forecasts that Taipower will post a NT$54bn loss.

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TAIWAN: BEFORE THE OPEN, 03Jun2013

A 6.5 magnitude earthquake hits Nantou; Philippine Coast Guard thought shooting Taiwanese fishermen was funny; Riding down the pc tablet value chain; Time for a road trip; Property transactions take a pause; Export growth unlikely to be positive; Here’s what you need to know before the open.
nantou earthquake
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Taipower: Earthquake caused blackout for 2 hours

jenai earthquake 2

More than 30,000 homes were affected.

UDN

Taipower Corruption: Hostess bars for converters

taipower

From Want China Times:

China Times reported that Chen and Cheng admitted accepting free hostess bar trips by the manufacturer but have denied they made concessions to the company in return. Special agents from the administration discovered that the two officials allegedly went to hostess bars once every year. Prosecutors are considering whether to detain them.

TAIWAN: BEFORE THE OPEN, 27Mar2013

htc phone

1. Foxconnn and Sharp deal back from the dead

2. Sinyi Realty pays dividend of NT$1.5/share

3. Better luck next year… EMC will not pay dividend

4. Mega Financial pays dividend of NT$1.538/share

5. Want Want pulls out of Next Media’s Taiwan business acquisition bid

6. Strong pre sale orders in US for HTC One

7. Electricity prices to be hiked in Oct

TAIWAN: BEFORE THE OPEN, 22Mar2013

taipower

 

1. Pegatron div comes in at NT$1.499/share

2. DPP attempts to block Taipower’s 2013 budget

3. Rail tickets finally catching up with inflation

4. TWD repatriation add pressure to rising currency

5. Non China Jan-Feb FDI of US$853mm

6. Amazon Kindle shipments collapsing, to weigh on E Ink

TAIWAN: BEFORE THE OPEN, 14Mar2013

led tv

1. Tisk tisk tisk, Taipower fined NT$6.32bn for price rigging
2. UMC board approves 200mm share buy back
3. Trade talks with Singapore and NZ being finalized
4. Taiwan Cement says cement demand strong, consumption to rise 6% this year
5. Not a good start… HTC One shipments DELAYED
6. LED TV’s becoming more affordable
7. Wintek’s Feb revenues down 48% MoM