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bullish
•
Taiwan Semiconductor (TSMC) - ADR
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08 May 2024 01:40
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
Vincent Fernando, CFA
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18 Views
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bullish
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Nintendo
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07 May 2024 22:43
Nintendo (7974) | Negative Surprise....Not Really
The initial market reaction may be negative, we would use that as an opportunity to buy into the stock for the cyclical upturn in FY3/26.
Mark Chadwick
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55 Views
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bullish
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Silicon Motion Technology
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07 May 2024 15:38
Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
Vincent Fernando, CFA
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103 Views
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bullish
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Hangzhou EZVIZ Network
•
07 May 2024 15:05
Quiddity Leaderboard STAR 50 Jun 24: SHORTs Down 12% Vs Peers in 1 Month; Final Ranks & New Trade
I see 3 expected ADDs/DELs for the June 2024 review and I believe the expected ADDs will outperform the expected DELs over the next few weeks.
Janaghan Jeyakumar, CFA
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110 Views
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bearish
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KOSDAQ 150 Index
•
07 May 2024 09:57
Trading Implications Of Intra-Day Naked Short Selling Rule Tightening in Korea
This post examines the trading implications stemming from the recent tightening of Korea's intra-day naked short selling regulations.
Sanghyun Park
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183 Views
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