Taiwan Dual Listings Monitor: Sharp Premium Drops Most Recently; Key Levels to Long or Short
TSMC results last week. UMC and ASE results this week. We describe our latest recommended premium/discount levels to Long or Short the spreads.
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TSMC. Robust Defence Of Process Technology Leadership
Q323 revenue $17.28 billion, +10.2% QoQ in US$ terms but still down 14.6% YoY. Q423 revenues of $19.2 billion, +10% QoQ. CEO C.C. Wei says his N3P...
435 Views
TWSE Foreign Holding Weekly (Oct 20th): Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan...
572 Views
ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
716 Views