Growatt Technology Pre-IPO - Revised Peer Comparison and Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$400m in its upcoming Hong Kong IPO. In this note, we will provide a quick peer...
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Taiwan Tech Weekly: Another Major Earnings Week; Hon Hai Deal Exit? AMD Transfers Orders to Samsung
Hon Hai could terminate its investment deal in U.S.-based Lordstown Motors as per an exchange notice posted by Lordstown.
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USA: Record Underweight as Shift to Europe Accelerates
Global equity funds move to record underweight in US equities. Spread between US underweight and DM Europe overweight hits all-time high.
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Smartphone – Global Vs China Decelerated Downtrends
Despite shipment continued to fall y/y, all major markets experienced deceleration in decline. DMs like US & W Europe did better with more material...
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Taiwan Short Squeeze Potential: Faraday, UMC, Transcend Media Latest Stocks to Watch
Latest short interest data to note -- Faraday Technology experienced a surge in short interest ahead of its earnings this week. UMC has high short...
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