Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
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Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
351 Views
Quiddity Leaderboard SET50 Jun25: Final Expectations; 3 Changes Expected + Delta Capping
The three expected ADDs have outperformed the three expected DELs over the last 1-month, 3-month, and 1-year periods. This could continue over the...
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Thailand Short Interest Weekly (May 30th): Advanced Info Service, Gulf Energy Development
We analyzed SET short interest report for the past week and highlighted short interest changes in Advanced Info Service, Gulf Energy Development,...
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Thailand Short Interest Weekly (May 23rd): Advanced Info Service, Minor International
We analyzed SET short interest report for the past week and highlighted short interest changes in Advanced Info Service, Minor International,...
246 Views