GEMWeekly (9 Feb 2024): China Macro; Hyundai Motor, SMIC, Tencent, TSMC, Baidu
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
386 Views
SMIC (981.HK): The GM Reaches a New Low of 9-11% in 1Q24F, Despite Revenue Growing by 2% QoQ.
SMIC's 1Q24F outlook predicts a slight revenue increase but a large decrease in GM. SMIC expects a double U-shaped recovery in 2024F, with growth...
356 Views
TWSE Foreign Holding Weekly (Feb 2nd): TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Umc
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Asia Vital, Quanta Computer, Unimicron...
430 Views
Taiwan Top 50 ETF Rebalance Preview: Short Covering Drives Alchip (3661 TT) Higher
Alchip was added to global indices in the second half of 2023 and could now be added to the Taiwan Top50 ETF. Feng Tay has dropped in price over...
307 Views
TWSE Short Interest Weekly (Feb 2nd): Wt, Evergreen Marine, Mediatek, Alchip Tech, Wiwynn, TSMC
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wt, Evergreen Marine, Mediatek, Alchip Tech,...
425 Views