Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
352 Views
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...
288 Views
Thailand Short Interest Weekly (Nov 15th): Delta Electronics, Bumrungrad Hospital, CP ALL, SCC
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Bumrungrad Hospital, CP ALL, SCC.
233 Views
The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
214 Views
The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
357 Views