TWSE Foreign Holding Weekly (Dec 15th): TSMC, Largan Precision, Evergreen Marine
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Largan Precision, Evergreen Marine, Far...
436 Views
Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market Performance
AI-Related Taiwan plays showed relative weakness. This weakness interestingly happened during a week when NVIDIA Corp (NVDA US) performed well.
534 Views
Taiwan Dual-Listings Monitor: TSMC Premium at an Extreme; ASE Dropping Lower and Lower
In this piece, we provide our long and short levels for each dual-listing spread. Spreads are generally near the middle of their historical ranges.
530 Views
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
847 Views
TWSE Foreign Holding Weekly (Dec 8th): Umc
We analyzed TWSE foreign holding data for the past week and we highlighted the foreign holding weekly and yearly changes in Umc.
376 Views