TWSE Foreign Holding Weekly (Sep 29th): Gigabyte, Hon Hai, Novatek, Quanta, Asia Vital
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in Gigabyte, Hon Hai, Novatek, Quanta, Asia Vital.
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Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
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TWSE Short Interest Weekly (Sep 29th): Unimicron Tech, Largan Precision, Wistron, Gigabyte Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Unimicron Tech, Largan Precision, Wistron,...
460 Views
Quiddity Leaderboard TDIV Dec 23: Many Changes and One-Way Flows of US$1.2bn+!
I expect one-way flows (ADDs/DELs, capping, reweights) to be ~US$1.2bn which is turnover of approximately 18.5%. According to my estimates,...
606 Views
TWSE Short Interest Weekly (Sep 22nd): Accton Tech, Alchip Tech, Ap Memory Tech, Asmedia Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Accton Tech, Alchip Tech, Ap Memory Tech, Asmedia...
424 Views