•30 Nov 2023 21:24
TSMC: Defensive AI Play in Long Upward Re-Rating Trend?
We view TSMC as trading at an inexpensive valuation; even a cheap valuation should our hypothesis that the stock is structurally re-rating upwards...
•30 Nov 2023 07:02
Taiwan Tech Weekly: Taiwan AI Top Losers; Dell to Provide PC/Server Color; Post-3Q Results Takeaways
Nanya and Yageo have been top gainers recently with Yageo achieving new 52-week highs; We rate the stocks as Outperform and Structural Long...
•30 Nov 2023 05:26
Taiwan Tech Post-Earnings Takeaways: Semis Margins Underestimated? Hardware 2024E Forecasts Ramped
We analyze aggregate 3Q23 results data and analyst estimate changes for our entire Taiwan Tech universe. Changes for Hardware vs. Semiconductor...
•28 Nov 2023 06:47
Taiwan Dual Listings Monitor: Spreads Generally Trading in the Middle of Their Ranges
In this piece, we provide our long and short levels for each dual-listing spread. Spreads are generally near the middle of their historical ranges.
•27 Nov 2023 20:10