Tech Supply Chain Tracker (16-Oct-2024): Taiwan seeks US defense contracts with efficiency.
Taiwan offers competitive advantages in defense, tech, and carbon fee policies, while Google expands in Asia-Pacific, EU partners with Taiwan for...
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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....
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Delta Taiwan Vs. Thailand Monitor: Thailand Mismatch Correcting & This Could Pull Down Delta Taiwan
We have an Underperform rating for Delta Electronics Taiwan as a single stock trade due to our concerns that its valuation has been inflated by...
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Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
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Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well
Delta Taiwan's AI power efficiency solutions showcased at NVIDIA Corp's GTC Conference drove outperformance vs. Delta Thailand. However, short...
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