Taiwan Tech Weekly: Unprecedented China Protests, Memory Slump, TSMC Keeping Taiwan Fabs Ahead of US
Taiwan memory chip makers are slashing production in response to end-demand weakness, Nanya Tech looks at risk of a pullback.
287 Views
GEM Weekly (25 Nov 2022): South Korea Rates, Thailand GDP; Samsung Electronics, Ant, Foxconn, Kakao
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
388 Views
Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
565 Views
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.
385 Views
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...
532 Views