Sign in with Google
Taiwan Dual Listings Monitor: TSMC & UMC Trading Ranges Working; Short ASE Spread at Latest Level
575 Views30 Sep 2023 11:00
There has been a general bounce in ADR premiums recently. If they go a bit higher then one can consider shorting TSMC and UMC premiums; we provide range guidance in this piece.
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 5-minute read)
Related Insights
More »- Taiwan Tech Weekly: 2026 Chip Forecasts Remain Robust; Robots as Taiwan's Next Driver; Memory 1Q25
- Taiwan Dual-Listings Monitor: TSMC Premium Break Out Is at Historically High End of Range
- TSMC (2330.TT; TSM.US): Holds Shareholders’ Meeting on June 3rd.
- Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC, Wins Nintendo
- Taiwan Dual-Listings Monitor: TSMC Premium Rises Further, to Short Level; UMC Discount
Trending Collections
More »Trending Insights
More »- Nikkei 225 Proposal for Dealing With Sony's (6758) Sony Finl Spinoff - A Non-Event but TOPIX Isn't
- Index Treatment of Sony (6758 JP)'s Spinoff of the Financial Services Business
- No, Hong Kong Won't Abandon The Peg
- Austal (ASB AU): A Hanwha Bid Is Back In Play
- Xtalpi US$860m IPO Lockup Expiry - Last of the Lockup Release with Nearly All Shares in CCASS Now
Top Unpaywalled Insights
More »- Bearishness Persist in Soybeans Despite Rebound Hopes
- Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks
- [IO Technicals 2025/23] Bearish Momentum Persists
- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Semiconductor Events Deserving Your Attention @7/10/2308 Oct 2023
- TSMC (2330.TT): The Advanced Technology Nodes Are Looking at Upside in 2024F05 Oct 2023
- Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges01 Oct 2023
- Taiwan Dual Listings Monitor: TSMC & UMC Trading Ranges Working; Short ASE Spread at Latest Level30 Sep 2023
- Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months24 Sep 2023
- Taiwan Tech Weekly: Intel 'AI PC' Chips On Track to Drive 2024E PC Supply Chain20 Sep 2023
- Taiwan Dual Listings Monitor: TSMC Spread In Clear Downtrend; UMC & ASE Corporate Days Could Support18 Sep 2023
x