Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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Taiwan - Shorts Build Up on Yageo (2327)
Total short notional in Taiwan stocks is TWD 256,524 mm (~US$8.41 bn) as of 15 November. Over the week, the largest short positions were put on...
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Japan Display: Apple's Show of Support Is Critical and Is Why the Stock Is Up 30%
Japan Display (6740 JP) was up as much as 30% as news hits the wires that Apple Inc (AAPL US) will invest $100m in the company's...
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Japan Display: Shrinking of Mobile Arm a Necessary Move but Capital Raise Vital
On Wednesday 12 Jun Japan Display (6740 JP) announced some of the details of its restructuring measures: The Hakusan facility will have production...
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