Taiwan Semiconductor (2330 TT, TSM): Samsung Is Serious About Stealing Share
Peak growth, peak margins, and peak multiples have pushed TSMC to all time highs. Difficult comps and increasing competition may lead to share...
498 Views
Global Emerging Markets Weekly: 12 February 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
292 Views
2020 Semiconductor Revenues Up 6.5%
How did the semiconductor market size up in 2020? This Insight shows that, despite COVID, the market enjoyed above-average growth, and appears...
352 Views
Asia Short Interest: Cathay, PSBC, BYD, CNOOC, Bandai Namco, Anritsu, Celltrion, HLB, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
338 Views
Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
388 Views