Taiwan Dual-Listings Monitor: TSMC Set Up Opportunity During Taiwan Sesssion Ahead of Results Today
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
808 Views
OpenAI and Its House Built on GPUs, Debt, and Leveraged Demand
​OpenAI's growth model hinges on vendor financing, forward contracts, and projected external capital, with potential risks for OEMs and private...
623 Views
Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
809 Views
MediaTek (2454.TT): 4Q25 Expected to Be Flat QoQ; D9600 Mass Production Scheduled for Late 2026.
​Mediatek Inc's 4Q25 performance expected to stay flat, announces 2nm chip tape-out for late 2026 mass production. MediaTek showcased a range of...
482 Views
TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Delta Electronics (2308 TT),...
554 Views