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2022/01/17 / Erste Group Research

Chip demand to remain strong

Rating change: Atlassian

Taiwan Semiconductor: 4Q earnings up +19% (y/y) - Strong demand for chips will continue.

Infosys: FY 2022 guidance raised significantly. Strong Q4, but high attrition weighs on margins

JPMorgan: 4Q profit decline, technology capex raised to USD 15 bn p.a.

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General information

AuthorErste Group Research
Date2022/01/17
Languageen
Product nameRecommendation List
Topic in focusEquities
Economy in focusEurozone, Germany, United States
Currency in focusEuro, US Dollar
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities
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