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bullish
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Vanguard Intl Semiconductor
•
01 Jul 2024 05:30
TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip Trade
There are 12 changes for the index in June. One-way turnover is estimated at 35% resulting in a round-trip trade of TWD 134bn (US$4.1bn). There are...
Brian Freitas
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386 Views
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bullish
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Asustek Computer
•
30 Jun 2024 22:58
PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration
PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...
Vincent Fernando, CFA
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267 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
30 Jun 2024 11:30
Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range
ASE and ChipMOS premiums have bounced from the lower end of their trading ranges and could have further room to go higher. TSMC has remained...
Vincent Fernando, CFA
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333 Views
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bullish
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Global Unichip
•
30 Jun 2024 05:21
TechChain Insights: Call with TSMC Partner Global Unichip; Potential to Outpace TSMC Revenue Growth?
GUC, a key provider of semiconductor design services, is a second-derivative play on TSMC's growth with potential to surprise the market and catch...
Vincent Fernando, CFA
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353 Views
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bullish
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Delta Electronics
•
27 Jun 2024 19:48
Delta Taiwan Vs. Thailand Monitor: Taiwan's Nvidia Solutions Show Why TW Better Value Than Thailand
Delta Taiwan has outperformed its Delta Thailand subsidiary recently. It has better access to cutting edge opportunities than its subsidiary....
Vincent Fernando, CFA
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261 Views
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