ENTITY
Elite Material

Elite Material (2383 TT)

42
Analysis
Information TechnologyTaiwan
Elite Material Co., Ltd manufactures and markets prepared laminated cover claddings for double-sided and multi-layer printed circuit boards.
more
29 Mar 2024 13:58

Missed The AI Mania Surge? Here's A Few Options Still Worth Considering

NVIDIA et al no longer make sense to invest in at current levels. We present a range of options with exposure to AI hardware including foundry,...

Logo
753 Views
Share
bullishNVIDIA Corp
30 Oct 2023 18:55

BOM Cost and CoWoS Demand Analysis on Nvidia AI GPU HGX for 2023-2025, Room to Raise Estimates

After conducting our in depth bill of materials and CoWoS demand analysis on Nvidia H100 AI GPU HGX for 2023-2025, we conclude Bloomberg estimates...

Logo
Andrew Lu
2.5k Views
Share
22 Oct 2024 18:30

Quiddity Leaderboard TDIV Dec 24: Trade Successful; +9.5% in Three Weeks; More Upside Possible.

The LONG-SHORT trade focusing deep-in-the-money ADDs and DELs has delivered strong market-neutral returns over the last few weeks and we see more...

Share
29 Sep 2024 06:06

Quiddity Leaderboard TDIV Dec 24: 5 ADDs/4 DELs Likely; US$1.38bn One-Way

The top 5 expected Inflow and Outflow names have more than 5x ADV to buy. However, the inflow names have been underperforming the outflow names for...

Share
16 Sep 2024 07:05

TWSE Foreign Holding Weekly (Sep 13th): Quanta Computer, TSMC, Ctbc Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Quanta Computer, TSMC, Ctbc Financial, Hon Hai...

Logo
251 Views
Share
x