ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
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Taiwan Dual Listings Monitor: ADR Premiums Easing Down With Markets
TSMC's premium is easing from the highs of June. UMC and ChipMOS ADR discounts appear to be bottoming given their historical range.
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Q2'23 Foundry Flounders As Inventory Stubbornly Lingers
Foundry heading for 15% YoY decline with no prospect of a meaningful H2 recovery. Some key players may be lowering prices. This is unlikely to...
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StubWorld: Japex/Inpex, Amorepacific, Wynn, Shimao, Takara, Silicon Integrated/United Micro
For a change of pace, this insight briefly canvasses a clutch of Holdco's trading at extreme levels. Inpex is the key Holdco discussed.
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Taiwan Dual-Listings Monitor: TSMC Premium High & Short Interest Down; ASE Premium Precarious
TSMC's premium is trading at a historically high level after its recent results release, while ADR short interest has remained subdued.
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