CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Five stock remains, nine stocks added into portfolio</li>
<li>Since its inception, it has generated a before-fee total return of 193% versus the MSCI Asia ex Japan of 89%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Five stock remains, nine stocks added into portfolio
Since its inception, it has generated a before-fee total return of 193% versus the MSCI Asia ex Japan of 89%


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) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>Taiwan's Largest Space Technologies Conference Is Happening This Week-- Hon Hai Is Title Sponsor Showcasing Its Satellites; We Are Also Attending</li>
<li>TSMC’s 2nm Breakthrough: Kaohsiung Fab Ahead of Schedule, Apple and AMD Poised as Early Adopters</li>
<li>AI Driving the Emergence of a US$2bn Humanoid Robot Market by 2027E</li>
</ul>


Taiwan's Largest Space Technologies Conference Is Happening This Week-- Hon Hai Is Title Sponsor Showcasing Its Satellites; We Are Also Attending
TSMC’s 2nm Breakthrough: Kaohsiung Fab Ahead of Schedule, Apple and AMD Poised as Early Adopters
AI Driving the Emergence of a US$2bn Humanoid Robot Market by 2027E


Taiwan Tech Weekly: Taiwan's Space Tech Conference This Week; AI Driving New Humanoid Robot Industry

<ul>
<li>TSMC: +20.4% Premium; ADR Premium is Approaching a Short Level</li>
<li>UMC: +0.7% Premium; Short Interest Soars to New Two-Year Highs</li>
<li>ASE: +4.2% Premium; ADR Headroom Falls to 100% Maxed Out</li>
</ul>


TSMC: +20.4% Premium; ADR Premium is Approaching a Short Level
UMC: +0.7% Premium; Short Interest Soars to New Two-Year Highs
ASE: +4.2% Premium; ADR Headroom Falls to 100% Maxed Out


Taiwan Dual-Listings Monitor: TSMC Spread Approaching Short Level; UMC Short Interest Soars Higher

<ul>
<li>TSMC: +19.2% Premium; Middle of Most Recent ADR Spread Trading Range</li>
<li>UMC: -1.7% Discount; Local Shares' Short Interest Continues to Rise</li>
<li>ASE: +4.0% Premium; Local Shares' Short Interest Has Finally Stopped Rising</li>
</ul>


TSMC: +19.2% Premium; Middle of Most Recent ADR Spread Trading Range
UMC: -1.7% Discount; Local Shares' Short Interest Continues to Rise
ASE: +4.0% Premium; Local Shares' Short Interest Has Finally Stopped Rising


Taiwan Dual-Listings Monitor: TSMC Spread Maintains Elevated Range; UMC Short Interest Rises Higher

<ul>
<li>TSMC: +16.7% Premium; Further Market Weakness Could Soon Open Up Good Long Level</li>
<li>UMC: -2.1% Discount; Good Level to Go Long the ADR Spread</li>
<li>ASE: -0.1% Discount; Premium Completely Broken Down &amp; Local Short Interest Continues to Surge</li>
</ul>


TSMC: +16.7% Premium; Further Market Weakness Could Soon Open Up Good Long Level
UMC: -2.1% Discount; Good Level to Go Long the ADR Spread
ASE: -0.1% Discount; Premium Completely Broken Down &amp; Local Short Interest Continues to Surge


Taiwan Dual-Listings Monitor: Weakness Could Open TSMC Long Level; ASE Short Interest Keeps Surging

Taiwan

Chunghwa Telecom Co., Ltd. provides local, domestic, and international long distance services. The Company also offers wireless telecommunication, paging, and Internet services.

Price Gauge
52-week Range	0.00 - 0.00
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Chunghwa Telecom Co., Ltd (Adr) (CHT US)

The Stocks to Own in Asia – Vol. 47

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.

A. Stotz Investment Research

Taiwan Tech Weekly: Taiwan's Space Tech Conference This Week; AI Driving New Humanoid Robot Industry

Taiwan's space tech conference features Hon Hai's satellites; TSMC's 2nm breakthrough with Apple and AMD; AI driving $2bn humanoid robot market by...

Vincent Fernando, CFA

Taiwan Dual-Listings Monitor: TSMC Spread Approaching Short Level; UMC Short Interest Soars Higher

We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.

Vincent Fernando, CFA

Taiwan Dual-Listings Monitor: TSMC Spread Maintains Elevated Range; UMC Short Interest Rises Higher

We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.

Vincent Fernando, CFA

Taiwan Dual-Listings Monitor: Weakness Could Open TSMC Long Level; ASE Short Interest Keeps Surging

We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Stocks to Own in Asia – Vol. 47

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.

A. Stotz Investment Research

Taiwan Tech Weekly: Taiwan's Space Tech Conference This Week; AI Driving New Humanoid Robot Industry

​Taiwan's space tech conference features Hon Hai's satellites; TSMC's 2nm breakthrough with Apple and AMD; AI driving $2bn humanoid robot market by...

Vincent Fernando, CFA

Taiwan Dual-Listings Monitor: TSMC Spread Approaching Short Level; UMC Short Interest Soars Higher

We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.

Vincent Fernando, CFA

Taiwan Dual-Listings Monitor: TSMC Spread Maintains Elevated Range; UMC Short Interest Rises Higher

We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.

Vincent Fernando, CFA

Taiwan Dual-Listings Monitor: Weakness Could Open TSMC Long Level; ASE Short Interest Keeps Surging

We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.

Vincent Fernando, CFA

Taiwan's space tech conference features Hon Hai's satellites; TSMC's 2nm breakthrough with Apple and AMD; AI driving $2bn humanoid robot market by...