Delta Taiwan Vs. Thailand Monitor: Delta Thai Surges On No News; When Will SET50 Be Fixed?
Delta Taiwan last week announced the acquisition of a German company that makes components for vehicles. This will strengthen Delta's battery...
365 Views
Taiwan Tech Weekly: China Micron Restrictions; Taiwan Benefit From 'Chip Tensions'; Nvidia Earnings
Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world. Mediatek a potential future winnner...
258 Views
Delta Taiwan Vs. Thailand Monitor: Delta Thai Stages Sharp Rebound; Should SET50 Index Be Fixed?
We believe a change in SET50 requirements should be in order, to change the rules relating to index inclusion in order to remove this broken index...
288 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
265 Views
Delta Taiwan Vs. Thailand Monitor: Delta Thai Crashes Vs. Taiwan After Results, Can Correct Further
Delta's EV business grew 100% YoY and is becoming a significant driver for the company. The pricing mis-alignment between Delta Thailand and Taiwan...
445 Views