Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
1k Views
Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 3 Changes; US$4bn Trade
There could be 3 changes for the ETF in Dec. Estimated one-way turnover is 12.7% and round-trip trade is TWD 125bn (US$4bn). There will be same-way...
782 Views
Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: Four Changes; US$5.6bn Trade
There could be 4 changes in Dec. Estimated one-way turnover is 18.1% and round-trip trade is US$5.56bn. Some stocks will have same-way or opposite...
686 Views
TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Wistron, Yageo,...
509 Views
TWSE Foreign Holding Weekly (Oct 17th): TSMC, Hon Hai Precision, ASE Industrial, Wistron
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Hon Hai Precision (2317 TT), ASE...
435 Views