Taiwan Tech Weekly: ASML & Lam Provide Industry Optimism, Wave of Earnings This Week
Earnings season is now in full swing with a wave of results to be released this week for both the global industry and within Taiwan.
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Taiwan Tech Weekly: Trying to Recover After a Week of Deep Declines
AU Optronics stock suspended, Intel's Mobileye IPO is back, Samsung takes share from TSMC, Taiwan wafer exports are at an all-time high.
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TWSE Short Interest Weekly (Sep 23rd): Eva Airways, Powerchip
We analyzed TWSE short interest report for the past week and highlight short interest changes in Eva Airways, Powerchip Semiconductor, AUO Corp,...
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TWSE Short Interest Weekly (Sep 8th): Taiwan Cement, Realtek, Formosa Plastics
We analyzed TWSE short interest report for the past week and highlight short interest changes in Taiwan Cement, Realtek, Formosa Plastics, China...
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Realtek (2379 TT, BUY, NTD499)
Realtek’s FY22 revenue/earnings are forecasted to increase by double digits; recommend BUY. Realtek’s 3Q21/GM revenue met our forecast. Given...
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