Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual Discount
TSMC's ADR premium continues to fall from historical highs; ASE's ADR premium has broken down substantially as well. In contrast, CHT's ADRs are at...
636 Views
Taiwan Dual-Listings Monitor: TSMC Premium Slumped But Remains Extreme; UMC at a Discount
TSMC's ADR premium has fallen but remains at a very high level relative to history. UMC ADR's have fallen to a discount and are at a decent level...
663 Views
Taiwan Dual-Listings Monitor: Long TSMC Taiwan Shares Vs. ADR on Historically High Spread; UMC, ASE
Investors are advised to Long TSMC's Taiwan shares vs. Short the ADR, while UMC's ADR premium has flipped positive and ASE's spread is...
777 Views
ChipMOS: Valuation at Risk Given Latest Results; Short Interest Shows Sentiment Has Room to Shift
ChipMOS isn't cheap given a sputtering margin rebound. The market still has significant room to shift towards negative sentiment.
485 Views
Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip Positive
TSMC maintaining a high premium, UMC is expected to shift to a positive spread, ChipMOS back within the typical range after premium collapse.
585 Views