Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Mar 15th which has an aggregated short interest worth USD70.1bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron Tech, Wiwynn, Mediatek.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Mar 15th which has an aggregated short interest worth USD70.1bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron Tech, Wiwynn, Mediatek.


TWSE Short Interest Weekly (Mar 15th): Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron Tech, Wiwynn

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Mar 8th which has an aggregated short interest worth USD69.7bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Mar 8th which has an aggregated short interest worth USD69.7bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com.


TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Mar 1st which has an aggregated short interest worth USD68.0bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&amp;Eng, Evergreen Marine, Lotus.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Mar 1st which has an aggregated short interest worth USD68.0bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&amp;Eng, Evergreen Marine, Lotus.


TWSE Short Interest Weekly (Mar 1st): Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng, Evergreen Marine

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Mediatek Top Performer; Showcasing New AI Capabilities at the Mobile World Congress in Barcelona</li>
<li>Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On; Nanya Left Out?</li>
<li>Novatek (3034.TT): It Has Been Qualified by the IPhone 16 for OLED Driver IC</li>
</ul>


Mediatek Top Performer; Showcasing New AI Capabilities at the Mobile World Congress in Barcelona
Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On; Nanya Left Out?
Novatek (3034.TT): It Has Been Qualified by the IPhone 16 for OLED Driver IC


Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

<ul>
<li>Elan Guides For Strong Revenue Growth Ahead and High Margins to Continue</li>
<li>AI PCs Only Expected to Drive Significant Volume by 2025E; Major AI Opportunity for Touch Sensors</li>
<li>Elan Can Benefit From Rising Consensus Forecasts But is Pricey -- We Wouldn't Chase the Rally But Also Don't Want to Short It</li>
</ul>


Elan Guides For Strong Revenue Growth Ahead and High Margins to Continue
AI PCs Only Expected to Drive Significant Volume by 2025E; Major AI Opportunity for Touch Sensors
Elan Can Benefit From Rising Consensus Forecasts But is Pricey -- We Wouldn't Chase the Rally But Also Don't Want to Short It


Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long

Taiwan

Acer Inc. manufactures and distributes semiconductor products, personal computers, computer peripherals, multimedia products, and computer software. The Company also provides maintenance and repair services to customers.  In addition, Acer Inc. operates real estate business. The Company markets its products under the Acer brand name.

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Acer Inc (2353 TT)

TWSE Short Interest Weekly (Mar 15th): Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron Tech, Wiwynn

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com

We analyzed TWSE short interest report for the past week and highlighted short interest changes in TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Mar 1st): Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng, Evergreen Marine

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Vincent Fernando, CFA

Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long

Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Short Interest Weekly (Mar 15th): Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron Tech, Wiwynn

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wistron, Hon Hai, Asia Vital, Wt, Umc, Unimicron...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com

We analyzed TWSE short interest report for the past week and highlighted short interest changes in TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Mar 1st): Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng, Evergreen Marine

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

​Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Vincent Fernando, CFA

Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long

​Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.

Vincent Fernando, CFA

Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.