SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights We turn neutral on the yuan after the broad-based RRR cut and sharp drop in CGB yields. Still...
913 Views
Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
419 Views
Foxconn – The Stellantis Partnership
We are sceptical about Foxconn's efforts to pivot its business to try and commoditise the EV market. That scepticism is bolstered by the few...
308 Views
Asia Short Interest: Smoore, JD, SMIC, China Mobile, Itochu, Honda, Ana, Samsung, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
543 Views
StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
683 Views