Tech Supply Chain Tracker (16-Oct-2024): Taiwan seeks US defense contracts with efficiency.
Taiwan offers competitive advantages in defense, tech, and carbon fee policies, while Google expands in Asia-Pacific, EU partners with Taiwan for...
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TWSE Foreign Holding Weekly (Nov 22nd): Yang Ming Marine, TSMC, Hon Hai Precision, Quanta, Asustek
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Yang Ming Marine, TSMC, Hon Hai Precision...
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Delta Taiwan Vs. Thailand Monitor: Taiwan's Nvidia Solutions Show Why TW Better Value Than Thailand
Delta Taiwan has outperformed its Delta Thailand subsidiary recently. It has better access to cutting edge opportunities than its subsidiary....
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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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