In today’s briefing:
- Intel Vs. TSMC/UMC Long/Short Monitor: Mgmt Call Takeaways, Calculating a Normalized Valuation
- Shanghai/Shenzhen Southbound Connect: Weekly Moves (14 October 2022)
- SS&C Technologies Holdings Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- SS&C Technologies Holdings Inc.: Initiation of Coverage – Competitive Positioning
Intel Vs. TSMC/UMC Long/Short Monitor: Mgmt Call Takeaways, Calculating a Normalized Valuation
- TSMC says limited impact from U.S. China restrictions — We crosscheck the comments.
- TSMC guidance was strong and gives hope for 1H23 industry improvement. Looks cheap on a cycle-adjusted PE.
- Intel has outperformed TSMC shares despite the recent TSMC rebound.
Shanghai/Shenzhen Southbound Connect: Weekly Moves (14 October 2022)
- Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry.
- Overall, the net inflow over the past week was ~US$0.5bn, split (+US$0.26bn) for Shanghai and (+US$0.24bn) for Shenzhen.
- The largest inflows were into Tracker Fund of Hong Kong Ltd (2800 HK) and Tencent (700 HK). The largest outflows were in Meituan (3690 HK) and Semiconductor Manufacturing International (981 HK).
SS&C Technologies Holdings Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- SS&C Technologies is a major software solutions provider to the financial and healthcare industries.
- Even while new fund launches and inflows influenced the Alternatives industry, it nevertheless developed well.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
SS&C Technologies Holdings Inc.: Initiation of Coverage – Competitive Positioning
- This is our first report on SS&C Technologies, a well-known software solutions provider to the financial and healthcare industries.
- Even while new fund launches and inflows influenced the Alternatives industry, it nevertheless developed well.
- We initiate coverage on the stock of SS&C Technologies with a ‘Buy’ rating.
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