Primer: Fubon Financial Holding Co (2881 TT) - Sep 2025
Fubon Financial Holding is a leading Taiwanese financial institution with a diversified business model spanning life insurance, banking,...
31 Views
Asia Financials: The Fallout from SVB and Silvergate | Where's the Biggest Asset/Liability Mismatch?
For the most part, we expect Asia financial names to be able to withstand the SVB / Silvergate fallout. But risks in ALM are reminiscent of what...
1.1k Views
MSCI Taiwan Index Earning Revision (Nov): WPG, Taiwan Cement, MSI, Wan Hai Lines, AU Optronics
We analyzed MSCI Taiwan's consensus for Nov 2025 and highlighted changes of EPS in WPG (3702 TT), Taiwan Cement (1101 TT), MSI (2377 TT), Wan Hai...
204 Views
Shin Kong (2888.TW) And Taishin (2887.TW) Agree to Merge, But It Isn't Clean, And It's A Bad Price
Shin Kong Financial and Taishin Financial have agreed to merge, but the Board decision and price aren't pretty. Looks a bit like a coup. And CTBC...
1k Views
Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
563 Views