Taiwan Tech Weekly: Wave of Key Taiwan Results; Heavyweights Samsung, AMD, Qualcomm Internationally
This week's key results in Taiwan include Delta, Elan, ChipMOS, Nuvoton, and AU Optronics. Positive signs for the PC and mobile space have been...
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TWSE Foreign Holding Weekly (Oct 27th): Taiwan Cement, TSMC, Hon Hai
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in Taiwan Cement, TSMC, Hon Hai.
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GEMWeekly (27 Oct 2023): South Korea, China Macro; Hon Hai, Foxconn, Naver, SMIC
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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TWSE Foreign Holding Weekly (Oct 20th): Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan...
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Hon Hai Tech Day Takeaways: Nvidia Announces AI Factories Partnership; Competitive Advantage for EVs
The latest Nvidia partnership expansion will transform Hon Hai's unique value proposition to automakers. We continue to expect nearly 50% upside...
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