EQD | TSMC (TSM US): Buffet Is Betting on Long Term Upside - We Look at the Options Market for Ideas
A look at TSMC (TSM US) and the recent Berkshire Hathaway announcement. We look at the derivatives market to identify 3 potential trades.
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Iqiyi (IQ US): Compelling Asymmetrical Payoff
Despite disappointed topline for 3Q, "iconic" turnaround put IQ on firmer footing for the long term. Current valuation offers compelling...
531 Views
Disney: Could Iger Sell to Apple?
We think Iger will refocus investors on revenues/profits at Disney+ over subscribers, will efficiently spend on content through decentralizing...
458 Views
Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
347 Views
Taiwan Dual-Listings: TSMC Premium Reverts, Rare Hon Hai & UMC Discounts
Hon Hai's London-listed GDRs are trading at a historically rare discount. UMC ADRs are also at a rare discount relative to history.
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