Global Semi Sales Decline 2.3% MoM In January
The first MoM drop in semi sales since Feb 23, but it's a seasonal thing & YoY comps continue to improve.Forecasting 10% YoY growth in 2024 & $1...
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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TWSE Foreign Holding Weekly (Mar 1st): TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech,...
335 Views
TWSE Short Interest Weekly (Mar 1st): Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng, Evergreen Marine
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng,...
339 Views
Alibaba Group Holdings: EM Fund Positioning Update
Fund managers remain committed to Alibaba despite the ongoing poor price performance. Value investors move in as Growth investors move out.
298 Views