MS-Taiwan Index Earning Revision (Jun): Formosa Plastics, Yang Ming Marine, TSMC, China Steel
We analyzed MS-Taiwan's consensus for Jun 2026 and highlighted changes of EPS in Formosa Plastics, Yang Ming Marine, TSMC, China Development...
146 Views
Smartkarma Originals
Bank M&A in Asia – a Decade in Review
Several countries are pushing for more M&A in Asian banking as a way to ameliorate risks (India) or to possibly compete more regionally...
690 Views
Quiddity T50/100/TDIV Jun26 Results: All Changes Correctly Predicted; Massive Flows Confirmed
Across all 3 indices, we correctly predicted 27 of 27 confirmed changes (100% success rate) using 29 predictions (93% accuracy). Many names have...
177 Views
Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 6 Adds, 5 Deletes; US$12bn Trade
There could be 6 adds, 5 deletes and capping changes in June leading to a one-way turnover of 26.4% and in a round-trip trade of US$12.2bn. Many...
225 Views
MS-Taiwan Index Earning Revision (May): Hon Hai Precision, Taiwan Cement, Catcher Technology, TSMC
We analyzed MS-Taiwan's consensus for May 2026 and highlighted changes of EPS in Hon Hai Precision, Taiwan Cement, Catcher Technology, Fubon...
166 Views