Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
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Primer: Compeq Manufacturing (2313 TT) - Aug 2026
Compeq Manufacturing is a key player in the global Printed Circuit Board (PCB) market, specializing in high-value products such as High-Density...
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Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm
TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...
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Compeq Manufacturing (2313 TT): Strong Momentum, Positioning & Global Index Inclusion
Compeq Mfg is up 207% this year and should be added to a global index in May. Shorts have ticked up and positioning is higher than peers. Strong...
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TWSE Foreign Holding Weekly (Oct 8th): Wiwynn, MediaTek, TSMC, Unimicron Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Wiwynn, MediaTek, TSMC, Unimicron Technology,...
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