Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well
Delta Taiwan's AI power efficiency solutions showcased at NVIDIA Corp's GTC Conference drove outperformance vs. Delta Thailand. However, short...
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Delta Taiwan Vs. Thailand Monitor: EVENT: Imminent Earnings Release, Thailand Still Overvalued
Delta Thailand has underperformed Delta Taiwan but still remains overvalued. Taiwan's imminent earnings release could further highlight to the...
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TWSE Foreign Holding Weekly (May 17th): TSMC, Yang Ming Marine, Quanta Computer, Mediatek
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Yang Ming Marine, Quanta Computer,...
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Delta Taiwan Vs. Thailand Monitor: Thailand Mismatch Correcting & This Could Pull Down Delta Taiwan
We have an Underperform rating for Delta Electronics Taiwan as a single stock trade due to our concerns that its valuation has been inflated by...
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Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
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