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Quanta Computer Inc. | Asia Pacific May sales down8% m/m, up94% y/y-20260610
Morgan Stanley· 2026-06-10 17:12
June 10, 2026 08:49 AM GMT Quanta Computer Inc. | Asia Pacific May sales down 8% m/m, up 94% y/y Key Takeaways Our view: -100% -10% 80% 170% 260% 350% 440% 530% 620% 30 80 130 180 230 280 330 380 430 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22 Jan-23 Jan-24 Jan-25 Jan-26 Quanta's share price NB shipment y/y (RHS) NT$ Source: Company data, TEJ, Morgan Stanley Research. Note: Past performance is no guarantee of future results. Results shown do not include transaction costs. Exhibit 1: Quanta's NB shipmen ...
Wistron Corporation | Asia Pacific May sales up2% m/m, +39% y/y-20260610
Morgan Stanley· 2026-06-10 17:09
June 10, 2026 08:28 AM GMT Wistron Corporation | Asia Pacific May sales up 2% m/m, +39% y/ y Key Takeaways Our view: Wistron Corporation (3231.TW, 3231 TT) Greater China Technology Hardware | Taiwan | Stock Rating | | | Overweight | | | --- | --- | --- | --- | --- | | Industry View | | | In-Line | | | Price target | | | NT$210.00 | | | Up/downside to price target (%) | | | | 33 | | Shr price, close (Jun 10, 2026) | | | NT$158.00 | | | 52-Week Range | | | NT$201.00-109.00 | | | Sh out, dil, curr (mn) | | | 3 ...