Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Collections
>
Semiconductors
COLLECTION
Semiconductors
Insights on Semiconductor Supply Chain
Follow
Share
5.2k
Insights
1.8m
Views
54
Followers
Follow
Share
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Nuvoton Technology
•
22 Jul 2024 18:36
Quiddity TDIV Sep 24 Flow Expectations: One Deletion Possible; US$289mn One-Way Capping Flows
Nuvoton (4919 TT)'s potential T100 deletion could also lead to a TDIV deletion. There could be six days of volume to sell in Nuvoton but the...
Janaghan Jeyakumar, CFA
Follow
41 Views
Share
bearish
•
Nuvoton Technology
•
22 Jul 2024 16:48
Quiddity Leaderboard T50/100 Sep 24: Nuvoton Tech TDIV Deletion Is the Talking Point
We do not see any changes for the T50 index at present. However, we see three changes for the T100 index and one of the DELs - Nuvoton Tech - could...
Janaghan Jeyakumar, CFA
Follow
67 Views
Share
bearish
•
Thematic (Sector/Industry)
•
22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
Follow
121 Views
Share
bearish
•
Kokusai Electric
•
22 Jul 2024 05:30
Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact Could Be Delayed
The Kokusai Electric secondary offering price could be determined today. A drop in the SOX Index and the possibility of index inclusion being...
Brian Freitas
Follow
348 Views
Share
bullish
•
China Traditional Chinese Medicine
•
22 Jul 2024 00:42
Merger Arb Mondays (22 Jul) - China TCM, GA Pack, Huafa, Samson, CPMC, Fancl, Tatsuta, Capitol
This week, the highest gross spreads are HEC Pharma (122.5%), China TCM (31.8%), Asia Cement (12.6%), Canvest (11.1%), GA Pack (10.9%), Malaysia...
Arun George
Follow
249 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.7
x