Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
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MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIA
Capping changes in June result in an estimated one-way turnover of 5.2% and in a one-way trade of US$1.16bn. There is US$1bn to sell in NVIDIA and...
243 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
238 Views
TSMC (2330.TT; TSM.US): ASML's High-NA EUV Machine Will Not Be Required Until 2027 at TSMC.
Taiwan Semiconductor (TSMC) plans to launch 2nm chip in 2025, investing in R&D and increasing CoWoS package cost by 15% in 2H24.
411 Views
2024 High Conviction: TSMC (2330 TT) Is Perfectly Poised for Revenue and FCF Growth Acceleration
Given that we have reached the peak of the Capex cycle, along with normalisation in its internal working capital, and with revenue growth set to...
1.1k Views