King Slide Works (2059 TT): A Genuine Monopoly, an Imaginary Price. Take Profit.
King Slide's 80% AI-rail monopoly is real, but no multiple or DCF justifies NT$14,510. BEARISH, Fair Value NT$5,700 (DCF-derived) — 61% downside,...
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Primer: King Slide Works (2059 TT) - Aug 2026
King Slide Works is a leading manufacturer of server rail kits, capitalizing on the explosive growth of AI and cloud computing. The company has...
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Curator's Cut: Singapore Unlocks Value, India’s Jewellery Caution & Taiwan's Top ETF's Rebalance
We review how value is being unlocked in Singapore, why Indian jewellery retail merits due diligence, and Taiwan's largest ETF's impact on flows
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Taiwan Top 50 ETF Rebalance Preview: Another Inclusion for King Slide
There could be 2 changes for the Yuanta/P-Shares Taiwan Top 50 ETF in Sep. King Slide Works is also an add to a global index this month. Passives...
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Global Sustainability Portfolio (18-Aug-2026)
The strategy seeks to invest in companies with superior sustainability features/initiatives. These companies may be: 1) screened by avoiding...
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