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...
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
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Taiwan Telcos: Run up to 5G Auction Will Drive Uncertainty. Remain Cautious
The Taiwanese telecom regulator (NCC) recently announced the structure of the upcoming 5G auction which is due in 4Q19. The introduction of...
556 Views
Chunghwa Telecom's 2019 Guidance Looks Optimistic After Missing 2018 Guidance.
Chunghwa Telecom (2412 TT) recently announced very ambitious FY19 guidance targets. While the market may view management's optimism poistively, we...
580 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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