Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Taiwan Tech Weekly: TSMC Results; Earnings Preview; Delta Thailand Convertible

TSMC 4Q24 Results Signal Multi-Year Market Share Gains; Margin Strength; Sustainable Industry Growth

TSMC (2330.TT) Posted Record Profits, But Our Model Flashes "OVERBOUGHT": Should You Wait to Invest?

Delta Taiwan Vs. Thailand Monitor: Thai Shares' Extreme Valuation Is Back; Unsustainable Mismatch

Delta Electronics (Thailand) - Tough year ahead for DELTA; D/G SELL

Delta Taiwan Vs. Thailand Monitor: Delta Thai Remains at Extreme Relative Value Even After Sell-Off

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

Delta Electronics Thailand  / Equity Bottom-Up

<ul>
<li>Delta Thailand Weakness Amid Block Trade and Convertible Bond News</li>
<li>Delta Taiwan Offering Convertible Bonds, Convertible into Delta Thailand Shares</li>
<li>Delta Thailand Still Overvalued Relative to Delta Taiwan -- Short Delta Thailand vs. Long Delta Taiwan</li>
</ul>


Delta Thailand Weakness Amid Block Trade and Convertible Bond News
Delta Taiwan Offering Convertible Bonds, Convertible into Delta Thailand Shares
Delta Thailand Still Overvalued Relative to Delta Taiwan -- Short Delta Thailand vs. Long Delta Taiwan


Delta Taiwan Vs. Thailand Monitor: Convertible Sale; Delta Thailand Should Underperform Vs Parent Co