Visit to the G-Star Game Exhibition in Busan
I visited the G-Star game exhibition in Busan last Thursday (November 14th), which is the largest game exhibition held annually in Korea. The...
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Taiwan Short Interest - August in Review
Total short notional in Taiwan stocks is TWD 259,723 mm (~US$8.3 bn) as of yesterday's close and has increased steadily through the month.Over the...
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Taiwan Short Interest - Recent Jump in Positioning
We take a look at the latest TWSE data released Friday evening on short position balances in Taiwan for the week ended 23 August.Total short...
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PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
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Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
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