Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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Mediatek (2454): Takeaways from QCOM's Investor Day
Mediatek Inc (2454 TT) is a player on 5G and a competitor of Qualcomm Inc (QCOM US) .We summarize below some key takeaways from the Qualcomm Inc...
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Taiwan Shorts - Banks and Semiconductors
Total short notional in Taiwan stocks is TWD 267,003 mm (~US$8.72 bn) as of 11 October.Over the week, the largest short positions were put on in...
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Mediatek (2454 TT): An Attractive Play on 5G, After Overcoming Past Mistakes
Mediatek Inc (2454 TT) is an attractive play on 5G, after overcoming past mistakes, which we believe the company has addressed running up to the...
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Samsung's 7nm EUV Yield Issue: Trigger for Americanizing?
We now have 7nm EUV yield issue at Samsung. Digitimes has put out two reports on this. Samsung quickly denied it as saying that there is no yield...
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