Taiwan Tech: Who's Ahead of the Inventory Cycle?
We look at where Taiwan tech sits in the cycle and which companies appear better or worse placed to weather the coming inventory correction.
378 Views
Asia Short Interest: Lenovo, AIA, Nongfu, Wuxi Bio, Toshiba, Freee, Canon, Samsung, Celltrion, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
324 Views
Asia Short Interest Weekly: Sunny Optical, Alibaba, Anta, KDDI, M3, Square Enix, Samsung, Largan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
399 Views
Taiwan - Increased Shorts in Largan, UMC, Yageo; Covering in AUO, Asmedia, Catcher, Hiwin
Total short notional in Taiwan stocks is TWD 250,273 mm (~US$8.34 bn) as of 14 February 2020.Over the week, the largest short positions were put on...
370 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
857 Views