Taiwan Foundry Revenue: Very Strong TSMC April Revenues
TSMC's strong April revenue growth could lead to a beat in 2Q, despite volatile monthly sales. Stock not expensive compared to peers.
428 Views
SMIC (981.HK): 2Q25 Guidance Shows A -5% in Revenue. Could This Reflect the Impact of US Tariffs?
SMIC's 1Q25 results met expectations, with cautious 2Q25 guidance. Americas contribute 12.6% to revenue, while China and Eurasia dominate. SMIC...
506 Views
Novatek (3034.TT): US Tariffs Remain the Key Uncertainty.
2024 payout ratio 83.76%. 2Q25 Revenue guidance NT$26.5–27.7bn / US$828–866mn, Gross Margin 37–40%, OPM 18.5–21.5%. Sales and cost in USD, 1% TWD...
384 Views
Taiwan Dual-Listings Monitor: Market Volatility Has Opened Up Multiple Spread Trading Levels
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
442 Views
TWSE Short Interest Weekly (May 2nd): Winbond Electronics, China Motor, Ap Memory Technology
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Winbond Electronics, China Motor, Ap Memory...
348 Views