Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep Discount
Chunghwa Telecom -- Rare opportunity here, trading at a steep discount compared to the tight historical range. TSMC and UMC also present decent...
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2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
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Taiwan Tech 3Q22 Earnings Season Ex-Post: Signs of Major Margin Pain Ahead
If we examine the industry's latest gross margin and inventory performance, the latest quarterly results don't look so good.
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TWSE Short Interest Weekly (Nov 25th): Wiwynn Corp, Largan Precision, Hon Hai, Tong Hsing
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wiwynn Corp, Largan Precision, Hon Hai, Tong Hsing.
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Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
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