Hints and tips:
...Dexter Hsu, an analyst with Macquarie, said support from Beijing helped ensure steady and relatively high dividend payments by state banks, allowing them to outperform renminbi bond yields while providing...
...The company is also evaluating whether to set up assembly production in Europe and other places to address customer demands, Hsu added....
...But Hsu said sourcing enough renewable energy in Taiwan, Japan and South Korea was challenging....
...State-owned banks should benefit the most from falling deposit rates, which will boost returns on equity while making dividend yields on their shares more attractive, said Dexter Hsu, an analyst with Macquarie...
...“Chinese households appear to be in deleveraging mode, by saving more while paying off loans early,” said Dexter Hsu, a senior analyst with Macquarie....
...“We see multiyear structural [return on equity] decline as banks retreat from the property sector amid stalled projects, mortgage boycotts and heightened regulations,” Macquarie analyst Dexter Hsu wrote...
...“We have all eyes on the CHIPS Act and all the investment incentives and support related to this,” said Doris Hsu, chair and CEO of GlobalWafers....
...JT Hsu, head of semiconductors and materials at Boston Consulting Group, said even a goal of reaching 70 to 80 per cent self-reliance is “extremely tough . . ....
...“Materials and chemicals used in production and transportation logistics costs are all on the rise,” Hsu said....
...Meanwhile Habor’s Mr Hsu lobbied more companies to send staff to help. Media attention helped Mr Hsu’s recruitment, depicting the machine tool makers’ efforts as a patriotic endeavour....
...The future does not bode well — in terms of innovation, overall business sentiment and, unfortunately, social mobility,” Mr Hsu said....
...Mr Hsu echoed Mr Liao’s view that growth momentum, especially on the component side, was unlikely to last into early 2018, and many suppliers could see revenue drop month-over-month in December....
...Nikkei staff writers Kim Jaewon in Seoul; Cheng Ting-Fang in Taipei; Mayuko Tani, Kentaro Iwamoto in Singapore; Yukako Ono, Apornrath Phoonphongphiphat in Bangkok; Kiran Sharma in New Delhi; Erwida Maulia...
...Joseph Hsu, chairman and CEO of MSI, a Taiwanese manufacturer of netbooks, speaks with Robin Kwong, Taipei correspondent, about whether the rise of tablet PCs will erode sales of netbooks....
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