Silergy (6415.TT): Silergy Expect to Grow Slightly in 4Q23F.
It will grow slightly in 4Q23F. The inventory adjustment of consumer electronics products is nearing completion and industrial products, including...
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Taiwan Tech Weekly: AI Names Rally But Nvidia Long/Short Still Working; Hon Hai & Asustek Take-Aways
Also how Asustek plans to take the lead globally in AI PCs; Gaming PCs will be the first key battleground. MSI could be an interesting play on...
516 Views
Hon Hai (2317.TT): If the Market Is Unchanged, and It Will Be Slightly Upside in 2024 Market.
The 4Q23F results will be higher than 3Q23, but lower than 4Q22. If the market is unchanged, and it will be slightly upside in 2024F market. For...
480 Views
Taiwan Dual Listings Monitor: TSMC ADR Spread at Decent Short Level; UMC ADR Short Interest Soaring
TSMC's ADR premium is 10.4%, this is a decent level to short it based on the historical trading range. Short interest in TSMC ADRs has continued to...
571 Views
TWSE Foreign Holding Weekly (Nov 10th): TSMC, Taiwan Cement, Wistron
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Taiwan Cement, Wistron.
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