Harmonic Drive – Surprise Downward
HDS was already hit on Friday as a surprise MSCI deletion drove a 7.3% fall but with a surprising downward revision and stretched valuations we...
395 Views
SMC – OP Beat Incoming but so Is the Downcycle
SMC's 2Q was a nice beat but cyclical patterns suggest a revenue downturn is incoming at a time when valuations are extremely stretched.
429 Views
Keyence – Time to Step Off and Some Warning Signs for Markets
Keyence has been our top pick in the FA sector and has outperformed peers consistently but while we still consider it the highest quality name...
465 Views
Asia Shorts: Tencent, CMB, Ping An, Weimob, WuXi, Shimano, Cocokara, HMM, Kakao, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
411 Views
Asia Shorts: Sharp, Cocokara, Rakuten, Park24, Doosan, HMM, Hynix, LG Chem, AUO, Yang Ming, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
496 Views