In today’s briefing:
- Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market Performance
- EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-And Pivot!
Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market Performance
- Overall, it was a strong week for Taiwan Tech. TSMC and Mediatek showed strong performances, as well as key names we like such as Yageo and Himax.
- AI-Related Taiwan plays showed relative weakness. This weakness interestingly happened during a week when NVIDIA Corp (NVDA US) performed well.
- According to insight provider Patrick Liao, MediaTek WiFi 7 chip competition is likely to become fierce in 2024.
EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-And Pivot!
- Weekly summary of vol changes and moves across Global Markets
- Analysing ATM volatility and skew changes over the last 5 days
- We suggest a few trades to take advantage of the implied vol surfaces
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