Taiwan Shorts - Banks and Semiconductors
Total short notional in Taiwan stocks is TWD 267,003 mm (~US$8.72 bn) as of 11 October.Over the week, the largest short positions were put on in...
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Taiwan Short Interest - Long Realtek (2379), Short Macronix (2337)
Total short notional in Taiwan stocks is TWD 261,449 mm (~US$8.45 bn) as of 4 October.Over the fortnight, the largest short positions were put on...
820 Views
Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
569 Views
AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
653 Views
Buying Back into Catcher
We made a macro bull call on Catcher in September 2016 and in June 2017 recommended selling down Catcher at the 370 or better level. Our sell...
204 Views