Alex Shee

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Joined Feb 2015

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Alex Shee replied to comment on ICENTS.
TSMC is bullish, raising the budget for CAPEX.
2 days · translate
Alex Shee commented on ICENTS.
TSMC is going to have Q2 earnings call this afternoon. If they are aggressive on CAPEX, then the supply chain would raise the guidance for next year.
晶圓代工龍頭台積電(2330)法說會將登場，公司如何定調下半年，將牽動著全球供應鏈及台股未來方向。目前市場法人關注包括：關稅及匯率的影響；今年展望是否上修；AI需求熱度；CoWoS等先進封裝、2奈米等先進製程的需求與擴產進度；美、歐、日建廠計畫是否有加速或遞延；定價策略。
2 days · translate
Alex Shee replied to comment on KGB.
台積電(2330)本周四(17日)盤後法說會登場，預料其積極擴產，且加速赴美，相關半導體供應鏈有望受惠，漢唐(2404)、聖暉(5536)及帆宣(6196)、信紘科(6667)四檔廠務工程相關個股，今早股價再創歷史新高。
5 days · translate
Alex Shee replied to comment on KGB.
Peer companies in Taiwan are celebrating for winning more contracts recently. Their stock price rises also and some breaks the record high.
1 week · translate
Alex Shee commented on KGB.
Maybe they have won the big and beautiful contract from the T foundry customer?
1 week · translate
Alex Shee replied to comment on ZETRIX.
all in and wait
7 years · translate
Alex Shee replied to comment on ZETRIX.
外勞更新合約到2020，重僱計畫是本來就6月結束，而後者的貢獻不大。你說事實的話沒關係，但你扭曲事實就是不對
7 years · translate
Alex Shee replied to comment on ZETRIX.
你醒了嗎？連重僱計畫和更新准證都搞不清楚？要賣空就去賣，不要在這裡亂吠
7 years · translate
Alex Shee replied to comment on ZETRIX.
wtf,can u guys pls shut up? U should respect other investors.
7 years · translate
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