Taiwan Short Interest - Largan and Innolux Diverge
Total short notional in Taiwan stocks is TWD 266,567 mm (~US$8.62 bn) as of yesterday's close.Over the fortnight, the largest short positions were...
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Short Taiwan Tech Set Ups
The following tech stocks in Taiwan are nearing a counter trend terminal point for the rally. We outline short set ups with support pivots and...
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Quiddity Taiwan M&A Guide 2019
This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) are publishing to aid investors in...
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Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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Japan's New But Not New Govt-Backed PE/Engagement Fund
METI announced a reorganization of the INCJ (Innovation Network of Japan) this past summer. The INCJ was originally set up in July 2009, tasked...
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