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Taiwan Semiconductor Manufacturing Company (TSM-NYSE, $110.18 US) Provides a 2024 Revenue Forecast +20% above 2023 Rates.

TSM, the world’s largest contract chip manufacturer, surpassed analyst expectations for the final quarter of 2023. Revenue was $19.62 billion US, down 4.6% from the prior year. Earnings, at $1.44 per share, were down 23% from the $1.87 US reported

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Grupo Comercial Chedraui (CHDRAUIB-MX, $5.97 US) Announces 2024 Guidance.

Grupo Chedraui, the fast growing Mexican and US grocer, provided their modeling template on US and Mexican expansion. A total of 16 larger grocery stores (grocers and supercenters) as well as 100 of the smaller format (supercito) mini-grocers, for a

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If Lithium Ion Battery technology is Supplanted, am I in for a Complimentary Room Upgrade?

The entirety of the lithium-ion battery industry, as well as the major players in the EV automotive industry, fail to acknowledge the potentially fatal flaw in the marketing of their wares to consumers and governments; a basic accounting term known

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Gnostic Capital Portfolio Report for the Fiscal Quarter Ended 12/30/2023 and for Fiscal 2023.

The fiscal 4th quarter of 2023 produced a broadly based rally among all classes of equity index in North America. The DJIA increased by 12.5% in Q4. The S&P 500 advanced 11.2% and the NASDAQ Composite Index continued its turnaround

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Grupo Aeroportuario Del Sureste (ASR-NYSE, $262.64) Regulated Tariff Rate Base Determination for Coming 4 Years is Not Nearly as Bad as Was Feared.

ASUR, the operator of Mexican airports, best known as the manager of the Cancun International Airport, received a Mexican rate determination that should be less punitive on the bottom line than was anticipated back in August. The outgoing president of

Posted in Open Blog
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