Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jun 26th. The aggregated short interest was USD45.1bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Shin Kong Financial, King Yuan Electronics, Powerchip Semiconductor Manufacturing, Innolux, China Steel.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 26th. The aggregated short interest was USD45.1bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Shin Kong Financial, King Yuan Electronics, Powerchip Semiconductor Manufacturing, Innolux, China Steel.


TWSE Short Interest Weekly (Jun 26th): Shin Kong Financial, King Yuan Electronics, Innolux

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

The COVID-19 pandemic has caused profound business shifts, resulting in near ruin for some sectors while strengthening others.  This Smartkarma Insight explores this phenomenon and shows how it relates to semiconductors.

The COVID-19 pandemic has caused profound business shifts, resulting in near ruin for some sectors while strengthening others.  This Smartkarma Insight explores this phenomenon and shows how it relates to semiconductors.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those promises.  This SmartKarma Insight looks at the history and likely future of this amazing phenomenon.

Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those promises.  This SmartKarma Insight looks at the history and likely future of this amazing phenomenon.

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Advanced packaging scarcity hardened from lead times into contracts: TSMC signed its first publicly disclosed 10-year deal, while tool makers Grand Process and Scientech booked orders to 2030.</li>
<li>Intel responded late in the week, hiring SK Hynix's former chief executive to build its own packaging-focused foundry and reportedly teaming with UMC on advanced processes.</li>
<li>Memory and passives led Taiwan and Korea higher, with Winbond, Nanya, Murata and Yageo up 29% to 40% as memory and MLCC prices climbed.</li>
</ul>


Advanced packaging scarcity hardened from lead times into contracts: TSMC signed its first publicly disclosed 10-year deal, while tool makers Grand Process and Scientech booked orders to 2030.
Intel responded late in the week, hiring SK Hynix's former chief executive to build its own packaging-focused foundry and reportedly teaming with UMC on advanced processes.
Memory and passives led Taiwan and Korea higher, with Winbond, Nanya, Murata and Yageo up 29% to 40% as memory and MLCC prices climbed.


Taiwan Tech Weekly: Packaging Scarcity Locks In to 2030, Intel Builds New Capacity to Compete

Taiwan

United Microelectronics Corporation designs, manufactures, and markets integrated circuits (ICs) and related electronic products.  The Company's main products are consumer electronic ICs, memory ICs, personal computer peripheral ICs, and communication ICs.

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United Microelectronics Corp (2303 TT)

TWSE Short Interest Weekly (Jun 26th): Shin Kong Financial, King Yuan Electronics, Innolux

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial (2888 TT), King Yuan...

Ke Yan, CFA, FRM

The COVID-19 Pandemic and Semiconductors

The COVID-19 pandemic has caused profound business shifts,

Jim Handy

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

Vermilion Research

Moore's Law Has Ended... Again!

Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...

Jim Handy

Taiwan Tech Weekly: Packaging Scarcity Locks In to 2030, Intel Builds New Capacity to Compete

TSMC signs 10-year deal, Intel responds with packaging-focused foundry, Taiwan and Korea see growth in memory and passives.

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Short Interest Weekly (Jun 26th): Shin Kong Financial, King Yuan Electronics, Innolux

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial (2888 TT), King Yuan...

Ke Yan, CFA, FRM

The COVID-19 Pandemic and Semiconductors

The COVID-19 pandemic has caused profound business shifts,

Jim Handy

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

Vermilion Research

Moore's Law Has Ended... Again!

Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...

Jim Handy

Taiwan Tech Weekly: Packaging Scarcity Locks In to 2030, Intel Builds New Capacity to Compete

​TSMC signs 10-year deal, Intel responds with packaging-focused foundry, Taiwan and Korea see growth in memory and passives.

Vincent Fernando, CFA

TSMC signs 10-year deal, Intel responds with packaging-focused foundry, Taiwan and Korea see growth in memory and passives.