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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TWSE Foreign Holding Weekly (Apr 10th): TSMC, Quanta Computer, Delta Electronics, Yageo, Wistron
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Delta Electronics, Yageo,...
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TWSE Short Interest Weekly (Apr 10th): MediaTek, Nanya Technology, CTBC Financial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in MediaTek, Nanya Technology, CTBC Financial,...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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TWSE Foreign Holding Weekly (Apr 2nd): TSMC, Delta Electronics, MediaTek, Hon Hai Precision
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Delta Electronics, MediaTek, Hon Hai...
262 Views