Voltronic Power: Rising Up the Ranks
Ownership levels in Voltronic Power Technology rise to record levels as EM funds open new positions. It now stands as the 7th most overweighted...
623 Views
Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies
TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI...
616 Views
Taiwan Dual-Listings Monitor: TSMC Premium Staying High Ahead of Earnings This Week; UMC at Par
Earnings events will be coming over the next few weeks for all of our tracked names. UMC, CHT look interesting in terms of room for ADR spreads to...
498 Views
Semiconductor Events Deserving Your Attention @ 16/7/23
Gartner reports Q2’23 PC shipments of 59.7 million units, -16.6% YoY, but +8% QoQ. TSMC Q2'23 revenue will marginally exceed guided midpoint....
489 Views
GEMWeekly (14 Jul 2023): China, South Korea Macro; Alibaba, Ant, JD.com, Baidu, Foxconn, TSMC, Wipro
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
475 Views