ASE Group
About: ASE Technology Holding Co Ltd is a semiconductor assembly and testing firm. The company operates in segments: Packaging, Testing, and Electronic Manufacturing Services. Of these, Electronic Manufacturing Services contribute the maximum revenue. The packaging segment involves packaging bare semiconductors into completed semiconductors with improved electrical and thermal characteristics. The Testing Segment includes front-end engineering testing, wafer probing, and final testing services. In the EMS segment, the company designs manufactures, and sells electronic components and telecommunication equipment motherboards. The company is based in Taiwan but garners over half its sales from firms in the United States.
Employees: 92,243
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
430% more call options, than puts
Call options by funds: $4.9M | Put options by funds: $925K
1.51% more ownership
Funds ownership: 2.16% [Q1] → 3.67% (+1.51%) [Q2]
3% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 35
0% more funds holding
Funds holding: 276 [Q1] → 277 (+1) [Q2]
2% less capital invested
Capital invested by funds: $1.87B [Q1] → $1.84B (-$35.5M) [Q2]
17% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 111
Research analyst outlook
We haven’t received any recent analyst ratings for ASX.