Taiwan Dual-Listings Monitor: TSMC Premium Slumped But Remains Extreme; UMC at a Discount
TSMC's ADR premium has fallen but remains at a very high level relative to history. UMC ADR's have fallen to a discount and are at a decent level...
543 Views
GEMWeekly (15 Mar 2024): China, South Korea, India Macro; TSMC, Samsung Electronics, Xiaomi, Alibaba
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
258 Views
Astera Labs IPO Valuation Analysis
Our base case valuation of Astera Labs is market cap of US$5.4 billion or target price of US$35.9 per share, which is 20% higher than high end of...
859 Views
Vanguard (5347.TT): 1Q24F Could Be the Recent Bottom, and 2Q24F Should Be an Upside 10% QoQ.
Anticipated strong 1Q24F results may hit upper limit, with 10% QoQ increase expected in 2Q24F. Stock market reflects enthusiasm for Vanguard...
537 Views
Astera Labs IPO Preview
Astera Labs (ALAB US) is scheduled to debut its IPO on 20 March. The company is offering 17.8 million shares at a price of $27 to $30 per share.
594 Views