March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
444 Views
MS-Taiwan Index Earning Revision (Jan): Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC
We analyzed MS-Taiwan's consensus for Jan 2026 and highlighted changes of EPS in Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC,...
363 Views
M-Taiwan Index Earning Revision (Nov): WPG, Taiwan Cement, MSI, Wan Hai Lines, AU Optronics
We analyzed M-Taiwan's consensus for Nov 2025 and highlighted changes of EPS in WPG (3702 TT), Taiwan Cement (1101 TT), MSI (2377 TT), Wan Hai...
421 Views
TWSE Short Interest Weekly (Nov 14th): Jentech Precision Industrial, Asia Vital Components
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Jentech Precision Industrial (3653 TT), Asia...
359 Views
Quiddity Leaderboard TDIV Sep25: Sector-Neutral Pair Trade Ideas with Some High Impact Names
Assuming no index changes take place in September 2025, we estimate one-way capping flows of US$662mn. Some of these names have fairly high impacts.
756 Views