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TongFu Microelectronics (002156 CH)
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17
Analysis
Information Technology
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China
TongFu Microelectronics Co., Ltd. manufactures integrated chips. The Company provides assembling and testing service for memory, microprocessor, micro-controller, hybrid circuit, analog circuit, and other related services throughout China.
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bullish
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MSCI Emerging Markets Index
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27 Mar 2023 20:33
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
Vermilion Research
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365 Views
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bearish
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Quantitative Analysis
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26 Feb 2023 02:20
Northbound Flows (Feb 24th): Muyuan Foods, Shaanxi Coal Industry, Byd, Ping An Insurance
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Muyuan Foods, Shaanxi Coal Industry, Byd, Ping An...
Ke Yan, CFA, FRM
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367 Views
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bullish
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NIO
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21 May 2022 03:08
Hang Seng TECH Index Rebalance: NIO (9866 HK) To Replace ASM Pacific (522 HK)
NIO will replace ASM Pacific in the HSTECH at the close on 10 June. There are large shorts on ASM that could look to cover vs the passives. NIO's...
Brian Freitas
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1k Views
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bullish
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NIO
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03 Apr 2022 23:02
Hang Seng TECH Index Rebalance Preview: Big Impact as NIO (9866) Could Replace ASM Pacific (522)
NIO (9866) could replace ASM Pacific (522) in the HSTECH at the June rebal. Passive trackers will need to buy 10 days of ADV on NIO while selling 7...
Brian Freitas
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1.9k Views
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bearish
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ASE Technology Holding
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09 Feb 2022 13:25
ASE Holding (ASX.US, 3711.TT): The Outlook of 1Q22 Could Be a Bit Bearish as Actionable
Hope we could be wrong, but the outlook of 1Q22 could be a bit bearish since we believe ASE Holding (ASEH) revenue/GM will reach ~NT$165bn/19.4%...
Patrick Liao
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311 Views
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