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...
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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...
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Pakistan Technology - FY24 IT Exports up by 24% YoY to US$3.2bn; Exports in Jun-24 up by 33% YoY
Pakistan recorded monthly IT exports of US$298mn, up by 33% YoY while declining by 10% MoM in Jun-2024. These monthly IT exports in Jun-2024 are...
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Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
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China Consumption Weekly (2024 Jul 22): Xiaomi, Guangzhou Automobile, NIO, AAPL, Starbucks
Xiaomi’s global market share increased to 15% in 2Q24 from 13% in 2Q23. GAC Aion began to produce in Thailand. Cotti Coffee extended its sales to...
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