Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low Premium
391 Views10 Sep 2024 17:36
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
What is covered in the Full Insight:
- TSMC: Strong YoY Sales Growth & Increased ADR Headroom
- UMC: Largest Monthly Decrease in ADR Headroom
- ASE: Historically Low Premium and Potential Long Position
- ChipMOS: Consider Shorting Due to High Premium Relative to History
- CHT: Won Major Tender with Taiwan Power
SUMMARY
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