Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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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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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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MS-Taiwan Index Earning Revision (Jan): Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC
We analyzed MS-Taiwan's consensus for Jan 2026 and highlighted changes of EPS in Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC,...
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TWSE Short Interest Weekly (Dec 19th): Taishin Financial, Accton Technology, Asustek Computer
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Taishin Financial (2887 TT), Accton Technology...
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