GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
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ARM Holdings IPO: Unattractive Price Range
The IPO price range values ARM at a premium to peers' multiples. DCF sensitivity analysis suggests a need for ambitious forecasts to justify the...
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TWSE Short Interest Weekly (Sep 1st): Wistron, Gigabyte Tech, Realtek Semi, Mediatek, Alchip Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wistron, Gigabyte Tech, Realtek Semi, Mediatek,...
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Record Fund Ownership in Six Taiwanese Companies
Delta Electronics and Wiwynn Corp among 6 Taiwan stocks at their highest levels of fund ownership among active Emerging Market funds.
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