Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Vincent Fernando, CFA
Managing Director, Zero One
•
Zero One
Message
Follow
Location:
Taiwan
Joined:
24 September 2019
468
Insights
180.4k
Views
255
Followers
Information Technology
•
Equity Bottom-Up
•
Private Capital Markets
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
27 Oct 2024 21:29
Taiwan Dual-Listings Monitor: TSMC Establishing New Higher Range?; UMC's Aggressive Headroom Decline
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
Vincent Fernando, CFA
53 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
26 Oct 2024 17:28
Taiwan Tech Weekly: Wave of Earnings Imminent; New TSMC Price Hike; Mediatek Winner of QCOM/ARM Spat
TSMC to raise prices even higher, MediaTek to benefit from ARM and Qualcomm dispute, former Intel directors suggest splitting Intel for survival.
Vincent Fernando, CFA
257 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
20 Oct 2024 22:23
Taiwan Dual-Listings Monitor: TSMC Premium Remains Elevated; ASE Domestic Short Interest Hits Highs
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
Vincent Fernando, CFA
277 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
18 Oct 2024 19:37
Taiwan Tech Weekly: IPhone 16 Sales Surge in China; Samsung's Strength Diluted Against TSMC’s Focus
Apple's iPhone 16 Pro & Pro Max sales surging in China, Samsung faces challenges from multiple fronts as TSMC tightens grip in foundry, TSMC gives...
Vincent Fernando, CFA
461 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
17 Oct 2024 18:09
TSMC 3Q24: Capex & Margin Guidance Remains Strong; Explains Why AI Demand Not Overhyped; Stay Long
TSMC reports strong revenue and margin growth in 3Q24, with belief in sustainable AI demand and maintaining a positive long-term outlook.
Vincent Fernando, CFA
327 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.39.3
x