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Asustek Computer (2357 TT)
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223
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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bearish
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Taiwan Semiconductor (TSMC) - ADR
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10 Oct 2022 06:37
Taiwan Tech Weekly: Our Summary of Sweeping New China Restrictions, TSMC Results This Week
U.S. issues broad new rules restricting technology sales to China, essentially removing China as a long-term demand driver for advanced products.
Vincent Fernando, CFA
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215 Views
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bullish
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Taiwan Semiconductor (TSMC)
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26 Sep 2022 11:13
Taiwan Tech Weekly: Micron Forecasts This Week, Intel Conference, AMD CEO to Visit Taiwan Suppliers
Micron's outlook for next quarter's margin will be key, provides good color on future margin for key Taiwan names. AMD CEO to meet with many Taiwan...
Vincent Fernando, CFA
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268 Views
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bullish
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Elan Microelectronics
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22 Sep 2022 14:06
Elan Microelectronics: Index Removal Ending, Cash Rich for Buybacks or Acquisitions
Recent market weakness and underperformance for the shares presents long-term value now that the company's index removal event is ending.
Vincent Fernando, CFA
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250 Views
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bearish
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Quantitative Analysis
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17 Sep 2022 15:13
TWSE Short Interest Weekly (Sep 16th): Short Spikes For Formosa Plastics, Hon Hai
We analyzed TWSE short interest report for the past week and highlight short interest changes in China Airlines, Powerchip, Formasa Plastics, Hon...
Ke Yan, CFA, FRM
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272 Views
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bullish
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Thematic (Sector/Industry)
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08 Sep 2022 23:26
Global Emerging Markets: Reporting Season Summary, 2Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
Wium Malan, CFA
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248 Views
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