TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F.
Taiwan Semiconductor (TSMC) aims for 25% revenue growth by 2024, bolstered by CoWoS market dominance and new Fab in Chiayi.
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TWSE Foreign Holding Weekly (Mar 15th): Hon Hai, Quanta Computer, Qisda, Wiwynn, Ctbc Financial
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai, Quanta Computer, Qisda, Wiwynn, Ctbc...
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Taiwan Dual-Listings Monitor: TSMC Premium Slumped But Remains Extreme; UMC at a Discount
TSMC's ADR premium has fallen but remains at a very high level relative to history. UMC ADR's have fallen to a discount and are at a decent level...
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GEMWeekly (15 Mar 2024): China, South Korea, India Macro; TSMC, Samsung Electronics, Xiaomi, Alibaba
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Astera Labs IPO Valuation Analysis
Our base case valuation of Astera Labs is market cap of US$5.4 billion or target price of US$35.9 per share, which is 20% higher than high end of...
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