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Semiconductors
Insights on Semiconductor Supply Chain
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bearish
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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
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7 Views
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bearish
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Thematic (Sector/Industry)
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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
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96 Views
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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
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305 Views
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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
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218 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Jul 2024 20:28
Taiwan Tech Weekly: Strong TSMC & ASML Data Fails to Rally the Semiconductor Sector
Taiwan stocks dropped last week as potential new US tech restrictions for China loom, despite strong TSMC and ASML results. Apple ramping up...
Vincent Fernando, CFA
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209 Views
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