APAC Roundup: 19 January 2026
Nittobo, Apple, ASMI, Samsung, Metaoptics, Philippine gas discovery, Aircraft carrier spotted in Singapore.
Around 10% of our 225 paid readers are likely invested in Wasion Holdings, which hit new highs today. Our note on today’s visit to the Johor factory is here. We’ll continue to visit every month until we find them unproductive.
I also published my personal note of all the content on Substack that I found useful in the last two weeks. Think of it as receipts of all the good calls made online. We will update it from time to time.
Nittobo & co had a good day as Digitimes continues to add to positive headlines (Digi)
Nittobo +8%
Nanya Tech +10%
Taiwan Glass +9.9%
Unimicron +9.8% - Nomura increased TP to TWD418 (Jukan)
Resonac +4.8%