UMC (2303.TT; UMC.US): 4Q24 Outlook Blurred; QCOM Opens up a New Chance; Considering Selling Fab 8S.
UMC's 4Q24 outlook expects -5% QoQ decrease with 30% gross margin, Qualcomm moving out of SMIC opens opportunities for UMC, considering selling...
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Taiwan: YTD Short Interest Moves
The TWSE has surged this year as semis and AI-linked stocks have rallied. The market crash could lead to covering in stocks with large shorts as...
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TWSE Short Interest Weekly (Jul 12th): Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Hon Hai, Evergreen Marine, Mediatek,...
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StubWorld: Japex/Inpex, Amorepacific, Wynn, Shimao, Takara, Silicon Integrated/United Micro
For a change of pace, this insight briefly canvasses a clutch of Holdco's trading at extreme levels. Inpex is the key Holdco discussed.
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StubWorld: Iljin, Alliance Global, H2O/Toho, Daewoong, Silicon Integrated/United Micro, Ayala
This week in StubWorld ... A change of pace with RV bifurcations having settled down (somewhat) from a month ago: a quick read through on three...
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