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Emerging Markets Technology

basketnameweekchmonthchytdchyearch
Emerging Markets Technology1.232.609.25

Select Equity Indexes Yields

nameweekchmonthchytdchyearch
Russian Trading System Cash Index1.414.9422.563.41
S&P 500 Index0.421.942.33-0.62
Hong Kong Hang Seng Index0.623.80-2.17-13.70
Ibovespa Brasil Sao Paulo Stock Exchange Index2.334.8123.723.97
S&P BSE SENSEX Index0.882.34-0.94-11.74

Best Stocks 1m in USD %ch
NameChngePctCountry
QIWI plc (QIWI:US)17.24
Reunert Ltd (RLO:SJ)13.00
Samsung SDI Co Ltd (006400:KS)9.67
Wipro Ltd (WPRO:IN)9.54
Lite-On Technology Corp (2301:TT)6.39
LG Display Co Ltd (034220:KS)5.51
Infosys Ltd (INFO:IN)4.65
Samsung Electronics Co Ltd (005930:KS)4.48
Realtek Semiconductor Corp (2379:TT)3.15
Samsung Electronics Co Ltd (005935:KS)2.78

Worst Stocks 1m in USD %
NameChngePctCountry
HTC Corp (2498:TT)-23.68
Radiant Opto-Electronics Corp (6176:TT)-23.54
Zhen Ding Technology Holding Ltd (4958:TT)-20.22
Novatek Microelectronics Corp (3034:TT)-17.41
Kinsus Interconnect Technology Corp (3189:TT)-15.76
ZTE Corp (763:HK)-14.41
Pegatron Corp (4938:TT)-13.52
Hermes Microvision Inc (3658:TT)-13.09
Wistron Corp (3231:TT)-12.39
Inventec Corp (2356:TT)-10.90

Best Stocks YTD in USD %
NameChngePctCountry
Lite-On Technology Corp (2301:TT)27.71
Reunert Ltd (RLO:SJ)23.66
Vanguard International Semiconductor Corp (5347:TT)22.43
LG Electronics Inc (066570:KS)21.05
Phison Electronics Corp (8299:TT)18.82
Unimicron Technology Corp (3037:TT)14.00
Chicony Electronics Co Ltd (2385:TT)13.24
Transcend Information Inc (2451:TT)12.77
Infosys Ltd (INFO:IN)12.39
HTC Corp (2498:TT)12.27

Worst Stocks YTD in USD %
NameChngePctCountry
ZTE Corp (763:HK)-31.49
Radiant Opto-Electronics Corp (6176:TT)-26.59
Hermes Microvision Inc (3658:TT)-25.78
Lenovo Group Ltd (992:HK)-19.24
Novatek Microelectronics Corp (3034:TT)-13.86
LG Innotek Co Ltd (011070:KS)-11.86
Zhen Ding Technology Holding Ltd (4958:TT)-10.97
Epistar Corp (2448:TT)-10.65
QIWI plc (QIWI:US)-8.43
Advanced Semiconductor Engineering Inc (2311:TT)-7.85

Emerging Markets Technology Stock News


Phison Electronics Corp

  • Umbo CV raises $2.8M seed to create smart security cameras that ...
  • Term Sheet -- Tuesday, March 29

    AU Optronics Corp

  • AU Optronics Corp. (NYSE:AUO) earnings reaction history
  • AU Optronics Corp (NYSE:AUO) Has An Impact Score Of 0

    Powertech Technology Inc

  • Micron Technology, Inc. (NASDAQ:MU) Very Optimistic on Finalizing ...
  • Telrad Networks Equipment Receives Wave 1 AeroMACS Certification

    Advantech Co Ltd

  • Advantech and Inventec Form Joint-Venture
  • Advantech and Inventec join together to form new company AIMobile

    Pegatron Corp

  • Inside One of the World's Most Secretive iPhone Factories
  • Pictures of the day: 26 April 2016

    Cheng Uei Precision Industry Co Ltd

  • One more thing: Apple may reveal the iPad Pro at iPhone/ Apple TV ...
  • 2015 IPO Report Shows Continued Growth for Design Patents

    United Microelectronics Corp

  • Investors Traded Stocks: Electronics for Imaging, Inc. (NASDAQ:EFII ...
  • Stocks to Focus: United Microelectronics Corp (ADR) (UMC ...

    MediaTek Inc

  • Intel Corp.'s Major Smartphone Partner Reportedly Shifts Orders to ...
  • Taiwan shares edge higher in thin turnover

    WPG Holdings Ltd

  • Husky Energy selling 65% interest in some midstream assets for $1.7B
  • Fortis to sell minority stake in ITC to Singapore's sovereign wealth fund

    Taiwan Semiconductor Manufacturing Co Ltd

  • Blue-chip stocks of the day: Taiwan Semiconductor Manufacturing ...
  • How much Revenue Analyst Suggested? Taiwan Semiconductor ...

    Quanta Computer Inc

  • BRIEF-Taiwan's Quanta Computer posts 6 pct fall in March sales
  • Quanta tips notebook shipments drop

    HTC Corp

  • HTC predicts boost to global VR business
  • HTC 10 Review: The Price Isn't Right

    Innolux Corp

  • Samsung Display's share by shipments slips in large-sized LCD ...
  • Universal Display Corporation to Ring the Nasdaq Stock Market ...

    Radiant Opto-Electronics Corp

  • Cobolt Ships 10000th Laser
  • Silicon Metamaterials Hold Promise for Photonic Circuits, Chips

    Wistron Corp

  • New Sequans LTE for IoT Module Certified by AT&T
  • Taiwan Connect: After Foxconn, Wistron Corp enters Indian ...

    LG Electronics Inc

  • LG Electronics Introduces New LED Lighting Wireless Control ...
  • Qualcomm and LG Electronics Resolve Arbitration Dispute Over ...

    Samsung Electro-Mechanics Co Ltd

  • 보탈사이트 서브메뉴
  • Samsung Electro-Mechanics says exiting more non-core businesses

    LG Innotek Co Ltd

  • Agreement with LG Innotek
  • LG Innotek, Samsung Electro-Mechanics Focusing on Automotive ...

    Samsung SDI Co Ltd

  • Samsung SDI to spend 1 tln won on EV battery biz this year
  • South Korean won, stocks slip as Fed, BOJ meetings eyed

    Samsung Electronics Co Ltd

  • Apple Inc. (AAPL) Reaches Agreement With Samsung Electronics ...
  • Apple Inc. (AAPL) And Samsung Electronics Co Ltd (SSNLF) In ...

    Siliconware Precision Industries Co Ltd

  • Siliconware Precision Industries Co., Ltd. receives award as an ...
  • Broker Roundup For Siliconware Precision Industries Company, Ltd ...

    LG Display Co Ltd

  • LG Display Co., Ltd. (NYSE:LPL) ABR of 2.67
  • LG Display Co Ltd. (LPL) Stock Rating Lowered by Macquarie

    Samsung Electronics Co Ltd

  • Apple Inc. (AAPL) Reaches Agreement With Samsung Electronics ...
  • Apple Inc. (AAPL) And Samsung Electronics Co Ltd (SSNLF) In ...

    SK Hynix Inc

  • SK Hynix Sees Improvement After Profit Drops to 3-Year Low
  • BRIEF-SK Hynix says DRAM market conditions to improve heading ...

    Vanguard International Semiconductor Corp

  • Arizona Republic 100: State's largest employers in 2016
  • Mysterious Filing Outlines Potential IDT Takeover Proposal from ...

    SK Holdings Co Ltd

  • MPEG LA Expands HEVC License Coverage
  • Sibanye Gold Lifts Output, Maintains 2016 Production Forecast

    Reunert Ltd

  • The case for Reunert
  • Cash-flush Reunert

    HCL Technologies Ltd

  • HCL Technologies to buy Geometric Ltd in all-stock deal
  • Sell HCL Technologies with a target of Rs 794: AK Prabhakar

    Tata Consultancy Services Ltd

  • Tata Consultancy Services Profit Jumps
  • Tata Consultancy Services Limited

    ZTE Corp

  • US's ZTE Investigation Could Expose Other Chinese Firms
  • US places export restrictions on China's ZTE Corp: Lessons to learn

    Lenovo Group Ltd

  • Lenovo: The Market Misses The Point
  • Lenovo aims to revive smartphone business

    Infosys Ltd

  • Ebix Inc. and Infosys Ltd. Soar as Stocks Drop
  • Best Tech Stocks: Infosys Ltd ADR (INFY), EMC Corporation (EMC)

    Wipro Ltd

  • Blue-chip stocks of the day: Wipro Ltd. (NYSE:WIT)
  • Wipro Ltd's (WIT) CEO Abidali Neemuchwala on Q4 2016 Results ...

    TOTVS SA

  • For TOTVS Labs, Artificial Intelligence's Home Is Silicon Valley
  • Brazil's Totvs to buy rival Bematech in retail software push

    Tripod Technology Corp

  • BBC's digital revolution is squeezing the world onto mobile phones
  • The virtual reality era is ready for the living room. Will it be a iPhone ...

    Lite-On Technology Corp

  • Lite-On Technology reports increased revenues for March
  • Automotive electronics a priority for Lite-On: CEO

    Acer Inc

  • Acer Inc Launches Desktop Computer for Video Conferences
  • Corning Inc.: Corning Collaborates with Acer to Bring Vibrant ...

    Asustek Computer Inc

  • Asus ZenFone Go 4.5 (ZB452KG)
  • ANALYSIS: Asustek invites former founder Hsu to return

    Hermes Microvision Inc

  • Hermes Microvision expects Q2 rebound
  • Asian Stocks Fluctuate as Crude Rebound Buoys Energy Producers

    Transcend Information Inc

  • Transcend Wins Eight 2016 Taiwan Excellence Awards
  • Framebridge Opens State-of-the-Art Production Studio in Kentucky ...

    Chicony Electronics Co Ltd

  • Camera Modules Market by Component, Process, Pixel, Application ...
  • Ambarella (AMBA) Feng-Ming Wang on Q4 2016 Results - Earnings ...

    Realtek Semiconductor Corp

  • Realtek Announces End-to-End FTTdp Solution with 212MHz G.fast ...
  • Global Multimedia Chipsets Market to Reach US$40.9 Bn by 2023 ...

    Kinsus Interconnect Technology Corp

  • ASE Hosts Annual Supplier Awards Ceremony Honoring Its Network ...
  • Pegatron chairman backs new online media outlet

    Hon Hai Precision Industry Co Ltd

  • Foxconn's heads pledges turnaround at Sharp after takeover
  • Hon Hai whets brand appeal with Sharp purchase

    Unimicron Technology Corp

  • Ibiden Co.Ltd und Shinko Electric Industries vs. AT&S und Intel ...
  • TTM Technologies, Inc. und Qualcomm Incorporated vs. Shinko ...

    Synnex Technology International Corp

  • SYNNEX Participating in the GTDC Investor Conference
  • SYNNEX, NYSE: SNX, Announces First Quarter 2016 Financial ...

    Advanced Semiconductor Engineering Inc

  • What Analyst's have to say about Advanced Semiconductor ...
  • Earnings Review: Advanced Semiconductor Engineering Inc. (ASX ...

    Foxconn Technology Co Ltd

  • Deals Rumor Mill: Foxconn Technology, Virgin America, KKR
  • Foxconn to agree on Sharp takeover, overhaul management

    Clevo Co

  • INILAH 6 PEMENANG JAGOAN CLEVO INDONESIA KE-5
  • VR Headsets

    Compal Electronics Inc

  • BRIEF-Compal Electronics' sales down 7.2 pct y/y in March
  • Sirqul Secures Additional $3M in Series A Financing, Bringing Total ...

    Zhen Ding Technology Holding Ltd

  • Почтовый ящик на 26 апреля 2016
  • Taiwan's Zhen Ding Technology to issue $300 mln convertible ...

    Simplo Technology Co Ltd

  • With Rouge et Noir Montblanc Celebrates 110 Years Of Red And ...
  • In China, Taiwanese companies seek opportunities without ...

    Novatek Microelectronics Corp

  • THine Collaborates with Novatek in High-Definition Camera Solution
  • 7 Cheap Asian Tech Stocks That Can Charge Higher

    TPK Holding Co Ltd

  • Apple touch module supplier paints grim 1Q picture
  • Restructuring leaves TPK in the red

    Inventec Corp

  • Firms ramp up investments in India
  • Asustek revenue better than expected

    Epistar Corp

  • Epistar sales up on rising orders for backlight units
  • Aixtron Said Talking to Potential Buyers Amid Sales Struggle

    QIWI plc

  • Qiwi PLC (QIWI) Shares Bought by Platinum Investment ...
  • Qiwi PLC (NASDAQ:QIWI) Receives Consensus Recommendation ...





  • Emerging Markets Technology


    By: Guest Analyst Vitaly Lashnev

    Comment



    Best last week among stocks was TPK Holding Co Ltd (3673:TT) +17.02%, Infosys Ltd (INFO:IN) +6.72%, Reunert Ltd (RLO:SJ) +6.50%,

    While worst last week among stocks was Radiant Opto-Electronics Corp (6176:TT) -11.17%, Novatek Microelectronics Corp (3034:TT) -6.97%, Kinsus Interconnect Technology Corp (3189:TT) -5.37%,

    Best last month among stocks was QIWI plc (QIWI:US) +17.24%, Reunert Ltd (RLO:SJ) +13.00%, Samsung SDI Co Ltd (006400:KS) +9.67%,

    While worst last month among stocks was HTC Corp (2498:TT) -23.68%, Radiant Opto-Electronics Corp (6176:TT) -23.54%, Zhen Ding Technology Holding Ltd (4958:TT) -20.22%,

    Best YTD among stocks was Lite-On Technology Corp (2301:TT) +27.71%, Reunert Ltd (RLO:SJ) +23.66%, Vanguard International Semiconductor Corp (5347:TT) +22.43%,

    While worst YTD among stocks was ZTE Corp (763:HK) -31.49%, Radiant Opto-Electronics Corp (6176:TT) -26.59%, Hermes Microvision Inc (3658:TT) -25.78%,
    Spotlight

    Indian IT services companies with software platforms could be forced to rethink their operational set up after the massive fine imposed by a Wisconsin federal jury against TCS. While TCS has denied the allegations of stealing healthcare software from American company Epic Systems, analysts say that it's time for Indian tech firms to legally and physically separate their software divisions.
    "IT firms need to be at an arm's length from their software divisions and create a separate legal entity for them. Not only does the software unit require to be a separate legal entity, but the company should also ensure that the employees and management are also totally independent. Unless, that happens, such allegations cannot be ruled out," said Sanchit Gogia, CEO of Greyhound Research. Not many IT services companies currently follow this practice. Infosys separated its software product company, which remains a fully-owned subsidiary, in 2014.
    Industry watchers said that in the short-term, those opposed to the outsourcing model could use the TCS case to make a case of captive expansion rather than use third-party vendors. But in the long-term, discerning clients can always see through the case. Noise levels would be higher than the actual impact. In an election year in the US, such cases will get undue press and it is negative from a sentiment standpoint," said the Kotak analyst.
    Generally, Independent Software Vendors (ISVs) or software product companies for long were not very comfortable outsourcing their core product development because of IP reasons and this case could worry the ones outsourcing this work. "This incident might lead a few ISVs to rethink about their outsourcing strategy. Overall, it might impact a small portion of the market in the short-term. It might mean more security measures and contractual penalty and more seriousness and risk management on the part of vendors too," said Pareekh Jain, research director at HfS Research.

    Chart: Global Service Growth

    Emerging Markets Services growth in 2007 vs. 2014 is not as robust.

    Source: FT.com


    Application Software Industry

  • Hadoop Market - Global Industry Analysis, Size, Share, Growth ...
  • Huawei Enables NB-IoT Application in Vertical Industries through ...
  • Karmanos enters thriving mortgage industry
  • Wearable devices underscore need for secure design
  • Radware's Virtual Alteon ADC Achieves Industry Highest ...

    Communications Equipment Industry

  • New report shares details about the global oilfield communications ...
  • Battle of the box splits industry, Dems
  • Microsoft and Rolls Royce collaborate to build next-gen intelligent ...
  • Industry Still Seeks Clarification on Shipping Container Weight ...
  • Huawei Enables NB-IoT Application in Vertical Industries through ...

    Hardware and Storage Industry

  • Nexenta Redefines the Storage Industry – Again – with the Industry's ...
  • Nexsan storage software brings Unity to its hardware
  • Hadoop Market - Global Industry Analysis, Size, Share, Growth ...
  • UPDATE 1-Thai hard disk drive exporters see silver lining in cloud ...
  • Verizon launches industry-leading large OpenStack NFV deployment

    IT Services Sector

  • How the TCS-Epic case could impact the IT services sector
  • Slowdown hits services sector
  • 3 Stocks Pulling The Services Sector Downward
  • Services sector saves jobless miners in Australia
  • Services sector driving Indian economy: President Pranab Mukherjee

    Electronics Components Industry

  • Financial Assessment and Credit Risk Analysis of the Electronic ...
  • Passive Electronic Components: World Market Outlook: 2016-2021
  • Shifting Market Shares in The Global Electronic Component Industry ...
  • 2016 global passive and interconnecting electronic components ...
  • South Africa's electronics industry has a great future

    Semiconductor Devices

  • Theory establishes a path to high-performance 2D semiconductor ...
  • NREL Theory Establishes a Path to High-Performance 2D ...
  • CLSA Americas Announces the Addition of Senior Semiconductor ...
  • Global Semiconductor Device Market 2009-2020 - What is the ...
  • Global Semiconductor Device Market to 2020 - Market Size ...

    Office Electronics Industry

  • China is Building a Robot Army of Model Workers
  • Mexico Head Office Database 2016 - Over 300 of the Top ...
  • Patent 'Death Squad' Rules Questioned at U.S. Supreme Court
  • OrigAudio After Shark Tank - Recent Update
  • Ten Idaho State University alumni honored with 2016 Professional ...

    EMS/ODM

  • Why some contract electronics services firms grow faster than others
  • Global and China EMS/ODM Industry Report, 2014-2015
  • Top 10 EMS Providers in Asia – 2015
  • Research and Markets: Global and China EMS/ODM Industry Report ...
  • Global and China EMS/ODM Industry Report 2015


    ML Emerging Markets Technology Index is an equal weight basket of GEM Tech stocks

    Country Composition

    countryWeight %
    100.00

    Sector Composition

    IndustryWeight %
    Electronics Components21.05
    EMS/ODM15.79
    Semiconductor Devices12.28
    Semiconductor Mfg12.28
    IT Services8.77
    Communications Equipment7.02
    Computer Hardware & Storage7.02
    Consumer Electronics3.51
    Other Hardware3.51
    Application Software1.75
    Office Electronics1.75
    Technology Distributors1.75
    Communications E 00004000 quipment1.75
    Consumer Finance1.75

    Key Basket Multiples

    StocksTotal MCap US mnPayout RatioDiv YieldPENetMargin1yr Return
    57688761.433.02.813.4516.220.0

    Results


    2015-11-12 Lenovo Group Ltd
    Tech
  • Circuit breaker
  • Five budget-friendly foreign holidays you can plan for Rs 1 lakh

    2015-11-16 (P) Samsung Electronics Co Ltd
    Cons
  • Google's mobile model threatened by EU's Android antitrust probe
  • Global Personal Robot Market to Witness 37.8% CAGR During 2016 ...
    valuestockCountryIndustryMCap US mnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    TOTVS SATOTS3:BZApplication Software1313.461.44%23.502.4210.3033.84
    ZTE Corp763:HKCommunications Equipment8512.572.45%13.380.433.2132.78
    Lenovo Group Ltd992:HKComputer Hardware & Storage9150.964.14%-0.190.00-0.00
    Infosys LtdINFO:INIT Services42919.881.96%20.914.4921.4740.98
    Wipro LtdWPRO:INIT Services20984.731.07%15.552.6817.2316.64
    Tata Consultancy Services LtdTCS:INIT Services72775.221.78%19.884.3922.0835.39
    HCL Technologies LtdHCLT:INIT Services18133.460.70%16.633.0218.1611.64
    Reunert LtdRLO:SJOffice Electronics957.025.50%12.601.4611.5969.30
    SK Holdings Co Ltd034730:KSIT Services14171.001.49%2.220.2913.063.31
    SK Hynix Inc000660:KSSemiconductor Devices17678.271.81%4.601.0623.048.33
    Samsung Electronics Co Ltd005935:KSCommunications Equipment20308.511.97%--0.00-0.00
    LG Display Co Ltd034220:KSElectronics Components8295.281.90%9.730.333.3918.49
    Samsung Electronics Co Ltd005930:KSCommunications Equipment165464.961.62%10.040.838.2716.26
    Samsung SDI Co Ltd006400:KSElectronics Components6485.680.93%151.770.970.64141.15
    LG Innotek Co Ltd011070:KSElectronics Components1689.730.43%20.160.311.548.67
    LG Electronics Inc066570:KSConsumer Electronics8929.040.65%99.490.180.1864.67
    Samsung Electro-Mechanics Co Ltd009150:KSElectronics Components3601.590.91%14.290.624.3413.00
    Wistron Corp3231:TTEMS/ODM1479.556.42%34.560.070.20221.88
    Quanta Computer Inc2382:TTEMS/ODM6541.566.95%11.830.211.7882.22
    HTC Corp2498:TTCommunications Equipment2229.330.44%-0.590.00-0.00
    Innolux Corp3481:TTElectronics Components3327.946.48%9.960.292.9164.54
    Taiwan Semiconductor Manufacturing Co Ltd2330:TTSemiconductor Mfg126041.053.82%13.924.9335.4253.17
    WPG Holdings Ltd3702:TTTechnology Distributors1753.157.31%10.450.111.0576.39
    United Microelectronics Corp2303:TTSemiconductor Mfg4957.274.38%11.571.089.3350.68
    MediaTek Inc2454:TTSemiconductor Devices11385.839.40%14.091.7212.21132.45
    Cheng Uei Precision Industry Co Ltd2392:TTCommunications E 00004000 quipment653.524.85%12.800.201.5662.08
    Pegatron Corp4938:TTEMS/ODM5640.827.14%7.590.151.9854.19
    Advantech Co Ltd2395:TTComputer Hardware & Storage4430.942.65%28.063.7613.4074.36
    Powertech Technology Inc6239:TTSemiconductor Mfg1683.775.01%13.401.279.4867.13
    AU Optronics Corp2409:TTElectronics Components2946.963.54%19.020.261.3767.33
    Siliconware Precision Industries Co Ltd2325:TTSemiconductor Mfg4824.247.60%17.781.8810.57135.13
    Phison Electronics Corp8299:TTSemiconductor Devices1640.764.47%13.161.4210.7958.83
    Vanguard International Semiconductor Corp5347:TTSemiconductor Mfg2598.105.08%20.133.6017.88102.26
    Radiant Opto-Electronics Corp6176:TTConsumer Electronics770.2710.28%8.100.485.9383.27
    Tripod Technology Corp3044:TTElectronics Components976.384.58%11.130.736.5650.98
    Lite-On Technology Corp2301:TTOther Hardware2869.975.52%12.720.423.3070.21
    Acer Inc2353:TTComputer Hardware & Storage1174.99-61.860.140.23-0.00
    Asustek Computer Inc2357:TTComputer Hardware & Storage6530.985.28%12.340.453.6565.16
    Hermes Microvision Inc3658:TTSemiconductor Mfg1932.231.82%29.2210.3035.2553.18
    Transcend Information Inc2451:TTSemiconductor Devices1250.977.25%12.541.6212.9290.91
    Chicony Electronics Co Ltd2385:TTOther Hardware1778.105.27%14.080.674.7674.20
    Realtek Semiconductor Corp2379:TTSemiconductor Devices1338.257.01%17.801.367.64124.78
    Kinsus Interconnect Technology Corp3189:TTElectronics Components887.895.44%9.871.2412.5653.69
    Hon Hai Precision Industry Co Ltd2317:TTEMS/ODM38886.654.51%8.570.283.2738.65
    Unimicron Technology Corp3037:TTElectronics Components738.351.94%80.210.360.45155.61
    Synnex Technology International Corp2347:TTEMS/ODM1618.074.56%16.380.160.9874.69
    Advanced Semiconductor Engineering Inc2311:TTSemiconductor Mfg8448.744.64%13.560.936.8662.92
    Foxconn Technology Co Ltd2354:TTEMS/ODM3027.683.53%8.000.9812.2528.24
    Clevo Co2362:TTEMS/ODM615.503.78%18.510.985.2969.97
    Compal Electronics Inc2324:TTEMS/ODM2761.35-9.950.101.01-0.00
    Zhen Ding Technology Holding Ltd4958:TTElectronics Components1674.326.70%6.880.629.0146.10
    Simplo Technology Co Ltd6121:TTElectronics Components1073.786.22%11.140.544.8569.29
    Novatek Microelectronics Corp3034:TTSemiconductor Devices2006.449.39%10.131.2712.5495.12
    TPK Holding Co Ltd3673:TTElectronics Components826.37--0.220.000.00
    Inventec Corp2356:TTEMS/ODM2360.268.24%13.730.191.38113.14
    Epistar Corp2448:TTSemiconductor Devices749.47--0.910.000.00
    QIWI plcQIWI:USConsumer Finance958.273.15%11.543.3829.2936.35-34.1918.91

    Index Sector Valuations vs GEM Average

    SectorSector MCap US mnSector MCap Share in TotalGem Sector Share In Total GEMGEM Sector MCAP USmnPayout RatioGEM Payout RatioDiv YieldGEM Div YieldPEPEGEMPE Discount vs GEMNetMarginNetMarginGEMMargin Diff. vs GEM1yr ReturnGEM 1yr Return
    Financials958.30.132.82543065.736.426.03.24.011.58.830.729.320.4-8.9-34.23.2
    Technology687803.299.910.8833615.633.029.22.82.313.418.9-29.116.219.83.62.8

    Top 5 Emerging Markets Technology Long Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    QIWI plcQIWI:USConsumer Finance958.273.15%11.543.3829.2936.35-34.1918.91
    TOTVS SATOTS3:BZApplication Software1313.461.44%23.502.4210.3033.84
    ZTE Corp763:HKCommunications Equipment8512.572.45%13.380.433.2132.78
    Lenovo Group Ltd992:HKComputer Hardware & Storage9150.964.14%-0.190.00-0.00
    Infosys LtdINFO:INIT Services42919.881.96%20.914.4921.4740.98

    Top 5 Emerging Markets Technology Short Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    QIWI plcQIWI:USConsumer Finance958.273.15%11.543.3829.2936.35-34.1918.91
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    Weekly Fund flow into Technology focused funds showed (Previous Week)9.1 USD mn of inflow


    Top 10 Technology Focused Funds by Inflows Last Week
    Fund Namefund flow mn$Total Assets mn$
    JANUS CAPITAL FUNDS PLC - GLOBAL TECHNOLOGY FUND - U EUR ACC (JAGTUAE)4.068.8
    JANUS CAPITAL FUNDS PLC - GLOBAL TECHNOLOGY FUND - I$ ACC (JANGTII)3.661.7
    RYDEX SERIES - TECHNOLOGY FUND - A (RYTHX)0.929.8
    RAIFFEISEN - RAIFFEISEN-HEALTHCARE-AKTIENFONDS - A (ACTHLTA)0.477.0
    RURAL TECNOLOGICO RENTA VARIABLE FI (RURTECR)0.320.0
    NATIONWIDE BAILARD TECHNOLOGY & SCIENCE FUND - C (NWHPX)0.197.0
    NATIONWIDE BAILARD TECHNOLOGY & SCIENCE FUND - M (NWHQX)0.197.0
    WELLS FARGO ADVANTAGE SPECIALIZED TECHNOLOGY FUND - ADMINISTRATOR (WFTDX)0.0302.9
    WELLS FARGO ADVANTAGE SPECIALIZED TECHNOLOGY FUND - C (WFTCX)0.0302.9
    PBP BIOGEN FI (IBERBIO)0.07.1

    Top 10 Technology Focused Funds by Outflow Last Week
    Fund Namefund flow mn$Total Assets mn$
    PBP BIOGEN FI (IBERBIO)0.07.1
    WELLS FARGO ADVANTAGE SPECIALIZED TECHNOLOGY FUND - C (WFTCX)0.0302.9
    WELLS FARGO ADVANTAGE SPECIALIZED TECHNOLOGY FUND - ADMINISTRATOR (WFTDX)0.0302.9
    NATIONWIDE BAILARD TECHNOLOGY & SCIENCE FUND - M (NWHQX)0.197.0
    NATIONWIDE BAILARD TECHNOLOGY & SCIENCE FUND - C (NWHPX)0.197.0
    RURAL TECNOLOGICO RENTA VARIABLE FI (RURTECR)0.320.0
    RAIFFEISEN - RAIFFEISEN-HEALTHCARE-AKTIENFONDS - A (ACTHLTA)0.477.0
    RYDEX SERIES - TECHNOLOGY FUND - A (RYTHX)0.929.8
    JANUS CAPITAL FUNDS PLC - GLOBAL TECHNOLOGY FUND - I$ ACC (JANGTII)3.661.7
    JANUS CAPITAL FUNDS PLC - GLOBAL TECHNOLOGY FUND - U EUR ACC (JAGTUAE)4.068.8

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