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

Intel Vs. TSMC Monitor: TSMC Outperformed Too Much Too Soon?

Taiwan Dual-Listings: Premiums Bounced... And Have Now Declined Again

Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further

Intel Vs. TSMC Monitor: TSMC Soars on Buffett Investment, Why INTC Could Now Revert

Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan

Taiwan Dual-Listings: TSMC Premium Reverts, Rare Hon Hai & UMC Discounts

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>TSMC -- Trading near parity, decent setup opportunity at the current level.</li>
<li>UMC -- Trading at a discount, another decent setup opportunity.</li>
<li>Chunghwa Telecom -- Rare opportunity here, trading at a steep discount compared to the tight historical range.</li>
</ul>


TSMC -- Trading near parity, decent setup opportunity at the current level.
UMC -- Trading at a discount, another decent setup opportunity.
Chunghwa Telecom -- Rare opportunity here, trading at a steep discount compared to the tight historical range.


Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep Discount