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Asustek Computer (2357 TT)
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230
Analysis
Information Technology
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Taiwan
Asustek Computer Inc. manufactures and markets computer motherboards, interface cards, notebook computers, and other related products.
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bullish
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Quantitative Analysis
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02 Jan 2024 06:00
TWSE Foreign Holding Weekly (Dec 29th): Foreign Insti Increased Holdings
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Umc, and Asia Vital.
Ke Yan, CFA, FRM
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455 Views
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bullish
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NVIDIA Corp
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31 Dec 2023 17:16
Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for Nvidia Vs. Basket
CES 2024 will be held January 9th to 12th. It will showcase AI expanding into a wide range of Edge AI applications such as home appliances and PCs.
Vincent Fernando, CFA
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550 Views
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bullish
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Dell Technologies
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30 Dec 2023 06:20
AI PC Reality Check: PC Upgrade Cycle Ahead, But Worth a 50% 1M Acer Rally? Long Dell Vs. Short Acer
Dell will report its results end-February. We would Long Dell vs. Short Acer ahead of the Dell earnings event. We see more upside surprise...
Vincent Fernando, CFA
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557 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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26 Dec 2023 12:56
Taiwan Tech Weekly: PC Shares Clearly On Santa's Nice List; Soaring After AI PC Releases; Dell Trade
PC Shares Soaring -- After 1) Intel's AI Everywhere AI chip launch, 2) Launch of First AI PCs, 3) Micron's positive outlook for PCs in its latest...
Vincent Fernando, CFA
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888 Views
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bullish
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uPI Semiconductor Corp
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25 Dec 2023 22:00
Power Semiconductor Specialist Will Benefit from AI Yet Lagging Key Customers' Share Price Rallies
UPI's clients include most of the world's leading tech companies for chip distribution and AI products. UPI shares have lagged the strong...
Vincent Fernando, CFA
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631 Views
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