Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

MS-Taiwan Index Earning Revision (Jul): TSMC, Formosa Chemicals & Fibre, UMC, Evergreen Marine

MS-Taiwan Index Earning Revision (Aug): Innolux, King Slide Works, Formosa Plastics, TSMC

MS-Taiwan Index Earning Revision (Sep): TSMC, UMC, Nanya Technology, Quanta Computer, Wiwynn

MS-Taiwan Index Earning Revision (May): Hon Hai Precision, Taiwan Cement, Catcher Technology, TSMC

MS-Taiwan Index Earning Revision (Apr): China Steel, Formosa Plastics, Yuanta Financial

MS-Taiwan Index Earning Revision (Mar): China Steel, TSMC, Delta Electronics, Innolux

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

Taiwan Consumer discretionary / Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-Taiwan in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Formosa Plastics, Yang Ming Marine, TSMC, China Development Financial, China Steel, Compal Electronics, MediaTek.</li>
</ul>


We analysed the earning revision of component stocks of MS-Taiwan in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Formosa Plastics, Yang Ming Marine, TSMC, China Development Financial, China Steel, Compal Electronics, MediaTek.


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

MS-Taiwan Index Earning Revision (Jun): Formosa Plastics, Yang Ming Marine, TSMC, China Steel