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Formosa Sumco Technology (3532 TT)
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20
Analysis
Information Technology
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Taiwan
Formosa Sumco Technology Corporation specializes in testing and manufacture of Silicon chip materials.
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bullish
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Far Eastern New Century
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09 Jun 2024 15:02
Quiddity TDIV/50/100 Jun 24 Rebal: 15/18 Hits; Updated Flow Expectations and Trade Ideas
We estimate one-way flow for the TDIV June 2024 rebal to be around US$1.08bn which translates to a turnover of 17%. We expect the top outflow names...
Janaghan Jeyakumar, CFA
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408 Views
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bearish
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AU Optronics
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28 May 2024 05:46
Yuanta Taiwan Div+ ETF Rebalance Preview: 5 Changes as Names Move Around; US$2.35bn Round-Trip Trade
There should be 5 changes in June. Constituent changes, capping and funding flows will lead to a 1-way turnover of 12.7% and a 1-way trade of...
Brian Freitas
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424 Views
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bullish
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Evergreen Marine Corp
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21 May 2024 07:12
Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 13% One-Way Turnover & US$2.27bn Trade
The ETF could have 5 constituent changes in June. There will also be capping and funding flows that will lead to a one-way turnover of 12.6% and a...
Brian Freitas
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514 Views
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bullish
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Thematic (Sector/Industry)
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20 May 2024 16:52
Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
William Keating
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266 Views
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bullish
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Teco Electric & Machinery
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21 Nov 2023 05:47
Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 18% One-Way Turnover & US$2.74bn Trade
There should be 6 adds, 5 deletes and capping changes leading to 1-way turnover of 17.8% and 1-way trade of US$1.37bn. 16 stocks could have over 3x...
Brian Freitas
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622 Views
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