2021 High Conviction: Semiconductor Growth with COVID Risk
In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...
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Asia Short Interest: BIG Covering in HK & Korea
There was a big drop in short interest in Hong Kong and Korea while shorts rose in Japan mainly led by ANA on the back of the offering. Shorts in...
490 Views
September Semiconductor Stats In: 2020 Growth Despite Pandemic
September's semiconductor industry stats indicate 5+% growth for 2020. Can the business sustain this, or will COVID-19 and/or the US-China Trade...
356 Views
The Pandemic Will Help Drive Silicon Wafer Fab Spending Increases Through 2023
Increased semi fab investments in Asia, spurred by investments to provide services during the pandemic, will drive digital transformations
502 Views
Asia Short Interest Weekly: JD, Xiaomi, Nihon M&A, Asahi, Toshiba, Kakao, Netmarble, Largan, Novatek
Highlighting changes in short interest across stocks in HK, Japan, Korea and Taiwan to pinpoint stocks/sectors that are being shorted or covered...
345 Views