Mainland Connect NORTHBOUND Flows (To 28 June 2024): BIG Consumer Name Selling Again
NORTHBOUND net selling continues. It is dominant in the consumer names. Appliances continue to see weakness. Tech is mixed. Renewables are mixed....
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Will Semiconductor GDR Listing - Well Flagged and Short Interest Has Been on the Rise
Will Semiconductor Shan (603501 CH) is looking to raise US$450m in its Switzerland GDR listing. The bookrunners on the deal are UBS and JP Morgan.
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Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
343 Views
KYEC (2449.TT): AI Highly Growth Potential may exceed Expectation.
KYEC outlook for 3Q24 shows potential 5-10% growth, with NVDA Corp as second-largest client and expanding business. STMicroelectronics and Will...
238 Views
China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
237 Views