GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
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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MVIS US Listed Semiconductor 25 Index Rebalance: Upweight for TSMC
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 5.9% resulting in a one-way trade of US$595m. Stocks are...
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Hana Micron's Boost From Samsung/Nvidia Agreement
Hana appears expensive. On the surface. Yet forecast figures are impressive as Hana rides on Samsung's coatails. At a 6x and 4.7x FY24E and FY25E...
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Taiwan Tech Weekly: TSMC to Decide on ARM This Week; Elan, Yageo, ChipMOS Flying; AI PC Wave Signals
Elan, Yageo, ChipMOS top gainers in Taiwan -- Three of our Longs have done well most recently on high volume and limited public developments.
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ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
588 Views