Primer: Hong-Wei Electrical Industry (4565 TT) - Oct 2026
Hong-Wei Electrical Industry & Co., Ltd. (4565 TT) is Taiwan's premier engineering specialist in mission-critical vertical transportation,...
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What I've Found on Fadu and Simmtech: Key Near Term Passive Flow Plays
This post shares my latest findings on Fadu and Simmtech, two names drawing the most attention from a near term local passive flow perspective.
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Primer: SK Hynix (000660 KS) - Oct 2026
Market Leadership in High-Bandwidth Memory (HBM) Underpins Exceptional Growth: SK Hynix has established an industry-defining leadership position...
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ASML Q326 Earnings Review. TSMC Confirmed On High NA EUV By 2030. Phew!
ASML now expects they won't be able to meet customer demand in 2027 & 2028 and are investigating ways to increase 2028 capacity beyond the 30%...
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HSCEI Dec 2026 Index Rebalance Forecast
We expect Shenzhou to be deleted below rank 60 and Hua Hong Grace to fill its seat, while a mid-conviction WuXi Bio ADD would also see ZTO deleted.
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