Quiddity TWSE Div+ Capping Flows March 2023: Final Minute Changes to Expectations
I expect 27 names to experience positive index flows and 23 names to experience negative index flows. I expect the one-wat flow size to be around...
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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Chicony Electronics (2385 TT) Sales Bottomed Out High Yield Story
FY21 and FY22 EPS are estimated at NT$7.98 and NT$8.27, respectively. Considering that Chicony’s sales have reached its trough amid high yield...
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Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
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