Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
ASE Technology Holding (3711 TT)
Watchlist
176
Analysis
Information Technology
•
Taiwan
ASE Technology Holding Co., Ltd. offers assembly and testing services. The Company provides outsourced assembly, semiconductor testing, semiconductor packaging, and other related services. ASE Technology Holding operates in Taiwan.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
24 Apr 2023 06:32
Taiwan Dual-Listings: TSMC ADR Premium Hit by Large 1-Period Drop, UMC Discount & Earnings This Week
UMC ADR's are trading at a -1.1% discount to their Taiwan shares. The spread has mostly been trading in negative territory over the last month. UMC...
Vincent Fernando, CFA
Follow
312 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
18 Apr 2023 00:29
Taiwan Tech Weekly: TSMC Cutting Capex, Earnings This Week; Suppliers ASML & Lam Also Will Report
Delta Thailand valuation still precarious relative to Delta Taiwan. Apple has continued to outperform the Quanta & Pegatron pair.
Vincent Fernando, CFA
Follow
260 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
06 Apr 2023 06:34
Taiwan Dual-Listings: Deep Discounts Open Up in Two Names After Multi-Day Taiwan Holiday
UMC ADR's are trading at a rare relatively deep discount and represent an opportunity. ChipMOS ADRs also at a deep discount.
Vincent Fernando, CFA
Follow
453 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
30 Mar 2023 19:57
Taiwan Dual-Listings: ADR Premiums on the Rise; TSMC Premium Persistently Higher Lately
Other spreads have risen as well lately; it's probably best to wait for significant reversals, which usually happen within two weeks at most.
Vincent Fernando, CFA
Follow
399 Views
Share
bullish
•
MSCI Emerging Markets Index
•
28 Mar 2023 04:33
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
Vermilion Research
Follow
269 Views
Share
First
Previous
21
22
23
24
25
26
27
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.9
x