Sharp Gets MOFCOM Approval and Cash - Bullish Speculation Can Start
Two weeks ago, just before Sharp Corp (6753 JP) got deleted from TOPIX, I suggested the stock was a buy on the TOPIX exclusion the next day...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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FIT Hon Teng IPO Early Thought: Parent Hon Hai Has a Different Focus
FIT Hon Teng, a subsidiary of Taiwan listed Hon Hai Precision Industry (2317 TT), is planning to raise US$1-1.5bn to expand its business. In this...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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SHARP: Updates Suggest Banks Take a Small Hit
The multi-month runup to Sharp's decision February 25th to approve its effective takeover by long-time suitor and major Apple Inc supplier Hon Hai...
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