TWSE Foreign Holding Weekly (May 15th): TSMC, Hon Hai Precision, Asustek Computer, Wiwynn
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Asustek Computer,...
104 Views
‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
287 Views
TWSE Foreign Holding Weekly (May 8th): Hon Hai Precision, Nanya Technology, Innolux
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai Precision, Nanya Technology, Innolux,...
209 Views
TWSE Foreign Holding Weekly (May 1st): TSMC, Macronix Intl, Wiwynn, Hon Hai Precision
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Macronix Intl, Wiwynn, Hon Hai Precision,...
266 Views
Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
490 Views