Taiwan Dual-Listings Monitor: TSMC Establishing New Higher Range?; UMC's Aggressive Headroom Decline
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
348 Views
Taiwan Tech Weekly: Wave of Earnings Imminent; New TSMC Price Hike; Mediatek Winner of QCOM/ARM Spat
TSMC to raise prices even higher, MediaTek to benefit from ARM and Qualcomm dispute, former Intel directors suggest splitting Intel for survival.
470 Views
Tech News This Week: TSMC, NVIDIA, Samsung, Legacy Semi, China Semi
Nvidia's Blackwell GPU problems were Nvidia's doing, not TSMC. Samsung loses customer to TSMC at 3nm. Legacy Foundry face overcapacity, pricing...
437 Views
Horizon Robotics IPO Trading - More than 55% of the Deal Taken up by Existing Shareholders
Horizon Robotics (9660 HK) raised around US$800m, including over-allocation, in its Hong Kong IPO. In this note, we talk about the trading dynamics.
418 Views
KRX Short Interest Weekly (Oct 18th): Samsung Electronics, Sk Hynix, KB Financial, Shinhan Group
We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung Electronics, Sk Hynix, KB Financial,...
456 Views