In today’s briefing:
- Quiddity Leaderboard HSTECH Dec 24: One Change Possible; US$538 Capping Flows One-Way
- Taiwan Dual-Listings Monitor: TSMC Returning to Higher Trading Range? ASE’s Two Upcoming Events
- BirdDog Technology Limited – A refocussed opportunity
Quiddity Leaderboard HSTECH Dec 24: One Change Possible; US$538 Capping Flows One-Way
- The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.
- In this insight, we take a look at the rankings of potential ADDs and potential DELs for the December 2024 index rebal event.
- At present, we see one ADD and one DEL. If this index change takes place, there could be US$538mn capping flows one-way.
Taiwan Dual-Listings Monitor: TSMC Returning to Higher Trading Range? ASE’s Two Upcoming Events
- TSMC: +16.6% Premium; Returning to the 15 – 20% Trading Range?
- UMC: +0.5% Premium; Near the Middle of the Historical Trading Range
- ASE: +5.2% Premium; Participating in Two Investor Conferences in Next Two Weeks
BirdDog Technology Limited – A refocussed opportunity
- RaaS has initiated coverage of video software and hardware technology group BirdDog Technology (ASX:BDT) with a base case valuation of $0.27/share, representing 335% potential upside to the current share price.
- A challenging FY24 is now behind the business and the causes of the problems have been addressed and resolved, in our view.
- BDT invested heavily in R&D through the downturn with the investment program set to yield results on a strong revenue uptick from the release of multiple new products across several categories.
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