OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
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MS-Taiwan Index Earning Revision (Sep): TSMC, UMC, Nanya Technology, Quanta Computer, Wiwynn
We analyzed MS-Taiwan's consensus for Sep 2026 and highlighted changes of EPS in TSMC, UMC, Nanya Technology, Quanta Computer, Phison Electronics,...
143 Views
MS-Taiwan Index Earning Revision (Aug): Innolux, King Slide Works, Formosa Plastics, TSMC
We analyzed MS-Taiwan's consensus for Aug 2026 and highlighted changes of EPS in Innolux (3481 TT), King Slide Works (2059 TT), Formosa Plastics...
93 Views
MS-Taiwan Index Earning Revision (Jul): TSMC, Formosa Chemicals & Fibre, UMC, Evergreen Marine
We analyzed MS-Taiwan's consensus for Jul 2026 and highlighted changes of EPS in TSMC, Formosa Chemicals & Fibre, UMC, Evergreen Marine, Nan Ya...
118 Views
TWSE Foreign Holding Weekly (Jul 3rd): TSMC, UMC, Hon Hai Precision, Macronix Intl
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, UMC, Hon Hai Precision, Macronix Intl,...
111 Views