Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
520 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...
559 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.
651 Views
MediaTek (2454.TT): Smartphone Is Turning a Bit Stronger
We change our stance to be slightly bullish for MediaTek. In 4Q23F, MediaTek's outlook is becoming stronger. The smartphone market is turning...
517 Views
UMC (2303.TT): We Estimate The Outlook Is Down a Bit to Lower QoQ in 4Q23F
The 4Q23F outlook is coming down, but it’s not as worse as we originally expected. Samsung stays a very stable demand for 28nm capacity in UMC....
508 Views