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 Dual-Listings: TSMC Premium Rallies as Japan & U.S. Entice Further Investment; CHT Discount

Taiwan Dual-Listings: ADR Premiums Surge to Near All-Time Highs on 'Nvidia-Rally'

Taiwan Shorts Monitor: Top Shorted Names Have Been Squeezed; U.S. Semis Outperforming Taiwan

PC Industry Monitor: Close Long Asus, Short Acer; Now Reverse the Trade and Long ACER Vs. Short Asus

Hon Hai Sees Computing Products Rebound, PC Market Bottomed; EV Expanding

Long Acer Vs. Short Asustek: 6.9% Performance in One Week, Can REVERSE the Trade Again

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

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul>
<li>This week is relatively in terms of earnings. <a href="https://www.smartkarma.com/entities/applied-materials-inc" target="_blank" data-smartkarma-citation="entities:283:1" rel="noopener">Applied Materials (AMAT US)</a> will however be reporting on the 18th U.S. time.</li>
<li>Hon Hai sees the PC market bottoming; Separately, we've closed our Long Acer vs. Short Asus and reversed it to Long Asus vs. Short Acer again.</li>
<li>Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers.</li>
</ul>


This week is relatively in terms of earnings. Applied Materials (AMAT US) will however be reporting on the 18th U.S. time.
Hon Hai sees the PC market bottoming; Separately, we've closed our Long Acer vs. Short Asus and reversed it to Long Asus vs. Short Acer again.
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers.


Taiwan Semiconductor (TSMC) - ADR (TSM US)

Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting