EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
364 Views
MS-Taiwan Index Earning Revision (Apr): China Steel, Formosa Plastics, Yuanta Financial
We analyzed MS-Taiwan's consensus for Apr 2026 and highlighted changes of EPS in China Steel, Formosa Plastics, Yuanta Financial, Nan Ya Plastics,...
292 Views
TWSE Foreign Holding Weekly (May 1st): TSMC, Macronix Intl, Wiwynn, Hon Hai Precision
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Macronix Intl, Wiwynn, Hon Hai Precision,...
266 Views
AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers
​Suppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
629 Views
TWSE Foreign Holding Weekly (Apr 24th): TSMC, Hon Hai Precision, Alchip Technologies
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Alchip Technologies,...
283 Views