TWSE Short Interest Weekly (Sep 8th): Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek
We analyzed TWSE short interest report for the past week and highlight short interest changes in Realtek Semi, Faraday Tech, Auo, Asustek Computer,...
474 Views
GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
490 Views
ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
584 Views
ARM Holdings IPO: Unattractive Price Range
The IPO price range values ARM at a premium to peers' multiples. DCF sensitivity analysis suggests a need for ambitious forecasts to justify the...
566 Views
TWSE Short Interest Weekly (Sep 1st): Wistron, Gigabyte Tech, Realtek Semi, Mediatek, Alchip Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wistron, Gigabyte Tech, Realtek Semi, Mediatek,...
478 Views