TWSE Short Interest Weekly (Oct 28th): Mediatek, Global Unichip, Alchip, Wiwynn Corp
We analyzed TWSE short interest report for the past week and highlight short interest changes in Mediatek, Global Unichip, Alchip, Wiwynn Corp.
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Socionext IPO - Ample Upside Even After Discount
Socionext (6526 JP) is looking to raise up to US$463m in its Japan IPO. In this note, we will look at the updated deal dynamics, our earlier...
725 Views
Taiwan Tech: Market Signals in the Latest Earnings Revisions
We analyze analyst earnings revisions over the last month to identify key industry takeaways from stocks with major downward and upward revisions.
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SMIC (0981.HK): Raising CapEx to $5bn in 2022. Exciting News, or Fierce Competition Ahead?
SMIC plans to expand capacity in Shenzhen, Tianjin and Beijing in 2022 because the unprecedently foundry demands. The Capex plan is ~US$5bn in...
547 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