Delta Taiwan Vs. Thailand Monitor: Thailand Mismatch Correcting & This Could Pull Down Delta Taiwan
We have an Underperform rating for Delta Electronics Taiwan as a single stock trade due to our concerns that its valuation has been inflated by...
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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...
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Technical Analysis - JUNE 25, 2025
Ceasefire negotiations between Israel and Iran showed signs of progress, prompting a strong rally across Asian bourses, including the SET.
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Thailand Short Interest Weekly (Jun 20th): TMBThanachart Bank, Scb X, Cp Foods, Minor International
We analyzed SET short interest report for the past week and highlighted short interest changes in TMBThanachart Bank, Scb X, Cp Foods, Minor...
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