Taiwan Dual-Listings – TSMC Premium Continues to Decline, ChipMOS ADR Discount Widens
We take a look at Taiwan's dual-listed companies to identify opportunities arising from mismatches between foreign and domestic sentiments.
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Taiwan Tech Weekly - Buoyed by Apple Outlook
How stronger Apple outlook has helped support the hardware and semiconducotor space and where the earnins season is performing best so far
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Taiwan Dual-Listings – TSMC Premium Decline Could Highlight Foreign Vs. Domestic Sentiment Mismatch
We take a look at Taiwan dual-listings to identify if there are significant mismatches between foreign and domestic sentiments.
391 Views
ASE Holding (ASX.US, 3711.TT): The Outlook of 1Q22 Could Be a Bit Bearish as Actionable
Hope we could be wrong, but the outlook of 1Q22 could be a bit bearish since we believe ASE Holding (ASEH) revenue/GM will reach ~NT$165bn/19.4%...
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ChipMOS (8150 TT) Undemanding Valuation
We expect ChipMOS’ sales and profits to decline in 4Q21, with FY21 and FY22 EPS revised down to NT$6.62 and NT$6.75, respectively. However, given...
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