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: Rebounds of Sold-Down Stocks, Manufacturing Diversifying Away from China

Fitipower: Large % Market Cap as Cash Makes for Acquisition Target Price Support

Taiwan Tech Weekly: Nvidia Spooking the Market, Look to Auto Demand Growth

Thematic (Sector/Industry)

Taiwan Technology hardware and equipment / Thematic (Sector/Industry)

<ul>
<li>In this first Taiwan Tech weekly roundup, we examine: Key stock performers both before and after Nancy Pelosi’s visit.</li>
<li>The relationship between analyst coverage and market cap for Taiwan tech stocks - At what size does analyst coverage expand dramatically?</li>
<li>A screen for significantly-sized Taiwan stocks that have zero analyst coverage - Are these dead stocks or diamonds in the rough?</li>
</ul>


In this first Taiwan Tech weekly roundup, we examine: Key stock performers both before and after Nancy Pelosi’s visit.
The relationship between analyst coverage and market cap for Taiwan tech stocks - At what size does analyst coverage expand dramatically?
A screen for significantly-sized Taiwan stocks that have zero analyst coverage - Are these dead stocks or diamonds in the rough?


Fitipower Integrated Technology (4961 TT)

Taiwan Stock Exchange Weighted Index (TWSE INDEX)

Our First Taiwan Tech Weekly - “Pelosi Ex Post”