Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and
Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.Chroma has appointed I-Shih Tseng as CEO to enhance...
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TIP Customized Taiwan Select High Dividend Index Rebal Preview: 8 Changes; US$8bn Trade
We forecast 8 changes a side at the December rebalance with an estimated one-way turnover of 30.6% resulting in a round-trip trade of US$7.9bn....
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Primer: Central Reinsurance (2851 TT) - Dec 2025
Dominant Market Position with a Wide Moat: As the sole domestic reinsurance company in Taiwan, Central Reinsurance holds a significant...
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MSCI Taiwan Index Earning Revision (Nov): WPG, Taiwan Cement, MSI, Wan Hai Lines, AU Optronics
We analyzed MSCI Taiwan's consensus for Nov 2025 and highlighted changes of EPS in WPG (3702 TT), Taiwan Cement (1101 TT), MSI (2377 TT), Wan Hai...
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Asian Equities: Southbound Zeal Dips; Some Established Themes Looking Tired, Others Rejuvenated.
Southbound buying dipped in October-November. Focus remains on stocks catering to domestic consumption & AI adoption. Semiconductor & biotech zeal...
200 Views