Taiwan Dual-Listings: Deep Discounts Open Up in Two Names After Multi-Day Taiwan Holiday
UMC ADR's are trading at a rare relatively deep discount and represent an opportunity. ChipMOS ADRs also at a deep discount.
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Taiwan Dual-Listings: ADR Premiums on the Rise; TSMC Premium Persistently Higher Lately
Other spreads have risen as well lately; it's probably best to wait for significant reversals, which usually happen within two weeks at most.
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Taiwan Dual-Listings: TSMC Normalizes; UMC, ChipMOS Compelling Discounts
TSMC has normalized; and reports are that it may launch a Singapore-based 12-inch semiconductor fab. Chunghwa swings back from extreme discount.
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Taiwan Dual-Listings: Taiwan Exchange Holiday Opens Up Potential Spread Opportunities
TSMC's ADR premium has fallen substantially from early February and late January levels. Berkshire's U-turn on the shares is likely one...
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ChipMOS: Semiconductor Packaging & Testing Signs of Recovery, Cheap Through Cycle
The company sees 1Q23E as the bottom for its performance, followed by a 2Q23E rebound. However, it says it believes the Memory industry may take...
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