In today’s briefing:
- Taiwan Dual-Listings Monitor: TSMC Strong Spread Rebound Into Short Zone; ASE Remains Broken Down
- Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16
- Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety – August 2024
Taiwan Dual-Listings Monitor: TSMC Strong Spread Rebound Into Short Zone; ASE Remains Broken Down
- TSMC: +16.1% Premium; Strong Spread Rebound, Potential Opportunity to Short the Spread
- UMC: +1.6% Premium; Consider Shorting the Spread at This Level
- ASE: +3.8% Premium; Uncertainty Remains on the Sustainability of the Recent Breakdown
Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16
- Last Week — TSMC’s July Revenue Soared, Asustek Guided for PC Growth Acceleration, While KYEC, Mediatek, and UMC Rebounded
- Key Events — This Week Look to Hon Hai & Zhen Ding Earnings and Guidance for Servers, AI PCs/Mobiles, iPhone 16
- PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety – August 2024
- We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety.
- Our top picks are Perfect Medical Health (1830 HK), The Keepers Holdings (KEEPR PM), Taste Gourmet (8371 HK), Uchi Technologies (UCHI MK), and Ginebra San Miguel (GSMI PM).
- We provide updates on recent results for Plover Bay Technologies (1523 HK) and upcoming H1 results for the Philippines names.
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