Suzhou Novosense A/H Trading - Weakest Demand but Highest Concentration
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, raised around US$285m in its H-share listing. In this note, we talk about the...
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TWSE Foreign Holding Weekly (Dec 5th): MediaTek, Quanta Computer, Unimicron Technology, UMC
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in MediaTek (2454 TT), Quanta Computer (2382 TT),...
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Taiwan Dual-Listings Monitor: TSMC & UMC Spreads at Historically Rare Levels
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
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Intel (INTC.US): Apple M-Series in 2027; Intel 18A Is the Key.
Apple may outsource iPad CPU production to Intel in 2027, while U.S. semiconductor reshoring faces barriers. Intel's 18A execution is the key...
287 Views
M-Taiwan Index Earning Revision (Nov): WPG, Taiwan Cement, MSI, Wan Hai Lines, AU Optronics
We analyzed M-Taiwan's consensus for Nov 2025 and highlighted changes of EPS in WPG (3702 TT), Taiwan Cement (1101 TT), MSI (2377 TT), Wan Hai...
249 Views