Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul>
<li>Micron released its latest results, missing expectations and implying more near-term pain for the memory chip space.</li>
<li>Hon Hai could shift 30% of its production for Apple outside of China according to an industry report.</li>
<li>Intel delays German expansion citing cost inflation, seeking additional government subsidies.</li>
</ul>


Micron released its latest results, missing expectations and implying more near-term pain for the memory chip space.
Hon Hai could shift 30% of its production for Apple outside of China according to an industry report.
Intel delays German expansion citing cost inflation, seeking additional government subsidies.


Taiwan Tech Weekly: Micron Earnings Miss Implies Margin Downside, Hon Hai Moving 30% Apple Business

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Dec 16th which has an aggregated short interest worth USD14.0bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>Overall short interests decreased by 1.5% WOW. We highlight short interest changes in Wiwynn Corp.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Dec 16th which has an aggregated short interest worth USD14.0bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
Overall short interests decreased by 1.5% WOW. We highlight short interest changes in Wiwynn Corp.


TWSE Short Interest Weekly (Dec 16th): Wiwynn Corp

<ul>
<li>Broadcom FY22 results indicate strength in data centers, telco infrastructure, enterprise IT spending.</li>
<li>Hon Hai's Zhengzhou facility ends closed-loop operations, returning to a more normal state.</li>
<li>U.S. asking Japan to have its firms comply with U.S. chip restrictions on China.</li>
</ul>


Broadcom FY22 results indicate strength in data centers, telco infrastructure, enterprise IT spending.
Hon Hai's Zhengzhou facility ends closed-loop operations, returning to a more normal state.
U.S. asking Japan to have its firms comply with U.S. chip restrictions on China.


Taiwan Tech Weekly: Broadcom Results Provide Some Signs of Strength, Hon Hai Facility Ends Lockdown

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>
China relaxes restrictions on overseas loans so developers can repay dollar bonds. 
</li>
<li>
Beijing scraps Covid test requirement for public places.
</li>
<li>
Former Caixin deputy editor-in-chief Zhang Jin dies at 56.
</li>
</ul>



China relaxes restrictions on overseas loans so developers can repay dollar bonds. 


Beijing scraps Covid test requirement for public places.


Former Caixin deputy editor-in-chief Zhang Jin dies at 56.



CX Daily: China Relaxes Restrictions on Overseas Loans so Developers Can Repay Dollar Bonds

Hon Hai Precision Industry / Equity Bottom-Up

<ul>
<li>Hon Hai's Zhengzhou iPhone plant to return to full production? Shares pop</li>
<li>Nanya Tech shares worst performers last week - We remain near-term negative</li>
<li>Intel &amp; TSMC trade flattish last week -- Intel currently at UBS's TMT conference</li>
</ul>


Hon Hai's Zhengzhou iPhone plant to return to full production? Shares pop
Nanya Tech shares worst performers last week - We remain near-term negative
Intel &amp; TSMC trade flattish last week -- Intel currently at UBS's TMT conference


Taiwan Tech Weekly: Hon Hai IPhone Plant Recovery, Nanya Slumps, Intel Foundry Potential in 2023

Taiwan

Hon Hai Precision Industry Co., Ltd. provides electronic manufacturing services for computers, communications, and consumer electronic products.  The Company's business operations include desktop and notebook PC assembly, connector production, cable assembly, PCB assembly, handset manufacturing, networking equipment, and other consumer electronic devices manufacturing.

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Hon Hai Precision Industry (2317 TT)

Taiwan Tech Weekly: Micron Earnings Miss Implies Margin Downside, Hon Hai Moving 30% Apple Business

Micron released its latest results, missing expectations and implying more near-term pain for the memory chip space. Also -- U.S. chip restrictions...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Dec 16th): Wiwynn Corp

We analyzed TWSE short interest report for the past week (as of Dec 16th) and highlight short interest changes in Wiwynn Corp.

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Broadcom Results Provide Some Signs of Strength, Hon Hai Facility Ends Lockdown

Broadcom FY22 results indicate strength in data centers, telco infrastructure, enterprise IT spending. U.S. asks Japan to comply with China chip...

Vincent Fernando, CFA

CX Daily: China Relaxes Restrictions on Overseas Loans so Developers Can Repay Dollar Bonds

China relaxes restrictions on overseas loans so developers can repay dollar bonds. Beijing scraps Covid test requirement for public places

Caixin Global

Taiwan Tech Weekly: Hon Hai IPhone Plant Recovery, Nanya Slumps, Intel Foundry Potential in 2023

Intel & TSMC trade flattish last week -- Intel currently at UBS's TMT conference. Reuters reports that Hon Hai's Zhengzhou facility is recovering.

Vincent Fernando, CFA

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