Taiwan Dual-Listings – TSMC Premium Decline Could Highlight Foreign Vs. Domestic Sentiment Mismatch
We take a look at Taiwan dual-listings to identify if there are significant mismatches between foreign and domestic sentiments.
388 Views
ASE Holding (ASX.US, 3711.TT): The Outlook of 1Q22 Could Be a Bit Bearish as Actionable
Hope we could be wrong, but the outlook of 1Q22 could be a bit bearish since we believe ASE Holding (ASEH) revenue/GM will reach ~NT$165bn/19.4%...
255 Views
ChipMOS (8150 TT) Undemanding Valuation
We expect ChipMOS’ sales and profits to decline in 4Q21, with FY21 and FY22 EPS revised down to NT$6.62 and NT$6.75, respectively. However, given...
161 Views
ChipMOS (8150 TT) Strong Automotive & Consumer Demands
ChipMOS’ 2Q21 GM beat expectations, propelling the company’s profit to achieve 125% of the guidance. As such, we raise its FY21 EPS projection to...
144 Views
Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
603 Views