Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
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Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
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Fitipower: Large % Market Cap as Cash Makes for Acquisition Target Price Support
We had a call with Fitipower management to understand the company’s latest situation in light of its weak share price and light analyst coverage.
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TWSE Foreign Holding Weekly (Nov 28th): TSMC, WT Microelectronics, Hon Hai Precision
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), WT Microelectronics (3036 TT),...
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TWSE Short Interest Weekly (Nov 28th): Lite-On Technology, King Yuan Electronics, ASE Industrial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Lite-On Technology (2301 TT), King Yuan...
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