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Elite Material (2383 TT)
Watchlist
42
Analysis
Information Technology
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Taiwan
Elite Material Co., Ltd manufactures and markets prepared laminated cover claddings for double-sided and multi-layer printed circuit boards.
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bullish
•
Thematic (Sector/Industry)
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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,...
William Keating
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753 Views
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bullish
•
NVIDIA Corp
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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...
Andrew Lu
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2.5k Views
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bullish
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Evergreen Marine Corp
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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...
Janaghan Jeyakumar, CFA
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272 Views
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bullish
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Evergreen Marine Corp
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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...
Janaghan Jeyakumar, CFA
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428 Views
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bearish
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Quantitative Analysis
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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...
Ke Yan, CFA, FRM
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251 Views
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