TWSE Short Interest Weekly (Mar 31st): Walsin Lihwa, Evergreen Marine, Yang Ming Marine, Powerchip
We analyzed TWSE short interest report for the past week and highlight short interest changes in Walsin Lihwa, Evergreen Marine, Yang Ming Marine,...
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Ennoconn (6414 TT) Good Order Visibility Solving Component Shortage
Given Ennoconn’s good order visibility, we wait for the shortage of components and materials to be resolved by late 2021. In addition, the company...
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Foxconn Sub Ennoconn Makes Partial Offer for Marketech (6196 TT)
On 30 March 2018, Taiwanese industrial motherboard designer Ennoconn Corp (6414 TT) announced an unsolicited deal to buy 51.12%...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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