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Gold Circuit Electronics (2368 TT)
Watchlist
27
Analysis
Information Technology
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Taiwan
Gold Circuit Electronics Ltd. manufactures and markets double-sided and multi-layer printed circuit boards.
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bullish
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Taiwan Semiconductor (TSMC)
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15 Nov 2023 06:33
Taiwan Tech Weekly: AI Names Rally But Nvidia Long/Short Still Working; Hon Hai & Asustek Take-Aways
Also how Asustek plans to take the lead globally in AI PCs; Gaming PCs will be the first key battleground. MSI could be an interesting play on...
Vincent Fernando, CFA
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362 Views
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bearish
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Quantitative Analysis
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12 Nov 2023 10:20
TWSE Foreign Holding Weekly (Nov 10th): TSMC, Taiwan Cement, Wistron
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Taiwan Cement, Wistron.
Ke Yan, CFA, FRM
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449 Views
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bearish
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Quantitative Analysis
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12 Nov 2023 10:00
TWSE Short Interest Weekly (Nov 10th): Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan Cement
We analyzed TWSE short interest report for the past week and highlight short interest changes in Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan...
Ke Yan, CFA, FRM
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364 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Oct 2023 06:30
Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers
TSMC results last week provided positive color on the 2024E onwards outlook for the company as well as comments regarding a turn around for PC and...
Vincent Fernando, CFA
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431 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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496 Views
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