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...
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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.
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TSMC (2330.TT; TSM.US): 2024 High Conviction for Upside >15% YoY
TSMC is expected to experience growth of ~15% YoY in 2024F. TSMC's N3 is expected to dominate the market in 2024F, with applications in CPU, GPU,...
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TWSE Foreign Holding Weekly (Nov 24th): TSMC, Mediatek, Wistron
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Mediatek, Wistron.
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GEMWeekly (24 Nov 2023): Thailand, China, Indonesia Macro; TSMC, Baidu, Alibaba
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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