Global Semi Sales Decline 2.3% MoM In January
The first MoM drop in semi sales since Feb 23, but it's a seasonal thing & YoY comps continue to improve.Forecasting 10% YoY growth in 2024 & $1...
370 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.3k Views
TWSE Foreign Holding Weekly (Mar 1st): TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech,...
424 Views
Taiwan Dual-Listings Monitor: Long TSMC Taiwan Shares Vs. ADR on Historically High Spread; UMC, ASE
​Investors are advised to Long TSMC's Taiwan shares vs. Short the ADR, while UMC's ADR premium has flipped positive and ASE's spread is...
782 Views
TWSE Short Interest Weekly (Mar 1st): Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng, Evergreen Marine
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wiwynn, Lite-On Tech, TSMC, Shihlin Elec&Eng,...
506 Views