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Global Unichip (3443 TT)
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95
Analysis
Information Technology
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Taiwan
Global Unichip Corporation designs and produces a wide variety of silicon chips.
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bullish
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U Ming Marine Transport Corp
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24 Oct 2023 19:16
Quiddity Leaderboard T50/100 Dec 23: U-Ming Potential TDIV Deletion Is the Main Talking Point
Among the Top 15 T100 potential DELs, six names are also TDIV members. If any of them get deleted from T100, they will also be deleted from TDIV...
Janaghan Jeyakumar, CFA
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441 Views
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bearish
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Thematic (Sector/Industry)
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24 Oct 2023 18:35
EM Semiconductors: Positioning Deep Dive
The momentum in Semiconductor positioning witnessed between 2019 and 2021 has stalled. In this report we identifying the funds and the companies...
Steven Holden
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323 Views
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bullish
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NVIDIA Corp
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17 Oct 2023 18:55
Taiwan AI Stock Shorts Vs. Nvidia: Nvidia Outperforms, Maintain Taiwan Short Basket
The Taiwan AI Short Basket underperformed Nvidia, the Taiwan TWSE Index, and our universe of Taiwan AI plays. We expect Nvidia revenue to grow at a...
Vincent Fernando, CFA
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508 Views
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bearish
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Quantitative Analysis
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15 Oct 2023 10:00
TWSE Short Interest Weekly (Oct 13th): Largan Precision, Alchip Tech, Nanya Tech, Delta Electronics
We analyzed TWSE short interest report for the past week and highlight short interest changes in Largan Precision, Alchip Tech, Nanya Tech, Delta...
Ke Yan, CFA, FRM
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417 Views
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bullish
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Taiwan Semiconductor (TSMC)
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09 Oct 2023 06:30
Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
Vincent Fernando, CFA
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330 Views
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