TIP Customized Taiwan Select High Dividend Index Rebal Preview: 8 Changes; US$8bn Trade
We forecast 8 changes a side at the December rebalance with an estimated one-way turnover of 30.6% resulting in a round-trip trade of US$7.9bn....
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WisdomTree Emerging Markets High Dividend Index Rebalance: US$2.3bn Round-Trip Trade
There are 217 adds/224 deletes for the WisdomTree Emerging Markets High Dividend Index. The round-trip trade is around US$2.3bn and there are a...
974 Views
Primer: Quanta Computer (2382 TT) - Sep 2025
Pivotal AI Hardware Supplier: Quanta is a primary beneficiary of the artificial intelligence boom, with AI servers becoming the dominant...
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Nvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function Upwards
​Nvidia beats 3Q25 guidance. 4Q25: Blackwell revenue several billions. Blackwell is the product driving revenues up by a step function higher. The...
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From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
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