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.
275 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...
289 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...
232 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...
296 Views
Harmonic Drive – 11% Share Price Drop on 137% Order Jump
The improvement in HDS' order trend was striking, which is why we were taken aback by the extreme reaction to slightly disappointing results and...
198 Views