Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
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Quiddity Leaderboard TDIV Jun26: Many Names with >10x ADV to Trade; Borderline Names to Be Monitored
Far Eastone Telecomm (4904 TT) is the highest-impact inflow name with ~26x ADV to buy. The Shanghai Commercial (5876 TT) is the outflow name with...
366 Views
TWSE Foreign Holding Weekly (Apr 17th): TSMC, MediaTek, Yageo, Unimicron Technology, Chroma ATE
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Yageo, Unimicron Technology,...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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