Himax Vs. Novatek Long/Short: Management Meeting; Himax Historically Cheap
We have a Structural Long view for both stocks, however from an arb perspective see a Long Himax vs. Short Novatek trade opportunity given the...
614 Views
TWSE Short Interest Weekly (Sep 15th): Wiwynn, Alchip Tech, Realtek Semi
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wiwynn, Alchip Tech, Realtek Semi.
507 Views
Taiwan Tech Weekly: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs
ARM IPO prices at high end of range, is backed by TSMC, Apple, Nvidia, Samsung, Intel. Apple is likely accelerating plans to shift its supply chain...
468 Views
Record Fund Ownership in Six Taiwanese Companies
Delta Electronics and Wiwynn Corp among 6 Taiwan stocks at their highest levels of fund ownership among active Emerging Market funds.
662 Views
Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
666 Views