EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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TPK Holdings Placement - Ride the iPhone Momentum
TPK Holding Co Ltd (3673 TT) is raising approximately US$239m through an issuance of 60m GDR. Proceeds raised will be used to procure raw materials...
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General Interface Solutions - Well Flagged Deal, Though the Stock Is Already up 150% This Year
General Interface Solution (GIS) plans to raise around US$200m via a GDS offering. The deal seems to have been well flagged as the company has...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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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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