Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 18th. The aggregated short interest was USD41.5bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Shin Kong Financial, Nan Ya Plastics, Global Unichip, Winbond Electronics, UMC.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 18th. The aggregated short interest was USD41.5bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Shin Kong Financial, Nan Ya Plastics, Global Unichip, Winbond Electronics, UMC.


TWSE Short Interest Weekly (Sep 18th): Shin Kong Financial, Nan Ya Plastics, Global Unichip, UMC

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 11th. The aggregated holding was USD2,267.8bn.</li>
<li>We estimate that foreign flows to be inflows of USD938mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 11th. The aggregated holding was USD2,267.8bn.
We estimate that foreign flows to be inflows of USD938mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron.


TWSE Foreign Holding Weekly (Sep 11th): TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 11th. The aggregated short interest was USD39.6bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Shin Kong Financial, Alchip Technologies, Winbond Electronics, Asia Vital Components, Nanya Technology.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 11th. The aggregated short interest was USD39.6bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Shin Kong Financial, Alchip Technologies, Winbond Electronics, Asia Vital Components, Nanya Technology.


TWSE Short Interest Weekly (Sep 11th): Shin Kong Financial, Alchip Technologies, Winbond Electronics

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloads</li><li>Marvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customers</li><li>Broadcom's strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&amp;A activities in the future.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloadsMarvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customersBroadcom's strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&amp;A activities in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Wistron and Quanta drove most of the chain's August revenue growth, about 80% of the sequential increase, while notebook-heavy Inventec and Compal fell below their own seasonal pattern.</li>
<li>Memory revenue held July's level rather than extending it: the six names grew 2.7% MoM after +32% in July, and Nanya was flat against +26% last August.</li>
<li>Chip designers ran well ahead of seasonal: MediaTek's revenue grew 32% MoM against 3% last August, unexplained in its filing, and Alchip's custom AI chip revenue grew again.</li>
</ul>


Wistron and Quanta drove most of the chain's August revenue growth, about 80% of the sequential increase, while notebook-heavy Inventec and Compal fell below their own seasonal pattern.
Memory revenue held July's level rather than extending it: the six names grew 2.7% MoM after +32% in July, and Nanya was flat against +26% last August.
Chip designers ran well ahead of seasonal: MediaTek's revenue grew 32% MoM against 3% last August, unexplained in its filing, and Alchip's custom AI chip revenue grew again.


Taiwan Supply Chain Signals: Wistron & Quanta Drive AI Server Revenue Jump; Memory Sales Level Off

Taiwan

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Mediatek Inc (2454 TT)

TWSE Short Interest Weekly (Sep 18th): Shin Kong Financial, Nan Ya Plastics, Global Unichip, UMC

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Nan Ya Plastics, Global...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Sep 11th): TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Delta Electronics, ASE Industrial,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Sep 11th): Shin Kong Financial, Alchip Technologies, Winbond Electronics

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial (2888 TT), Alchip...

Ke Yan, CFA, FRM

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...

The Circuit

Taiwan Supply Chain Signals: Wistron & Quanta Drive AI Server Revenue Jump; Memory Sales Level Off

Wistron and Quanta drove most of the chain's August revenue growth, about 80% of the sequential increase, while notebook-heavy Inventec and Compal...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)