Taiwan - Pegatron, Yageo, Nanya Tech Shorts Covered
Total short notional in Taiwan stocks is TWD 254,881 mm (~US$8.35 bn) as of 29 November.Over the week, the largest short positions were put on in...
436 Views
Taiwan Short Interest - August in Review
Total short notional in Taiwan stocks is TWD 259,723 mm (~US$8.3 bn) as of yesterday's close and has increased steadily through the month.Over the...
510 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) ​has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
834 Views
Taiwan Telcos: Run up to 5G Auction Will Drive Uncertainty. Remain Cautious
The Taiwanese telecom regulator (NCC) recently announced the structure of the upcoming 5G auction which is due in 4Q19. The introduction of...
563 Views
Chunghwa Telecom's 2019 Guidance Looks Optimistic After Missing 2018 Guidance.
Chunghwa Telecom (2412 TT) recently announced very ambitious FY19 guidance targets. While the market may view management's optimism poistively, we...
584 Views