TWSE Foreign Holding Weekly (Aug 21st): Unimicron Technology, Nanya Technology, Evergreen Marine
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Unimicron Technology (3037 TT), Nanya Technology...
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GEMWeekly (27 Oct 2023): South Korea, China Macro; Hon Hai, Foxconn, Naver, SMIC
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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TWSE Foreign Holding Weekly (Aug 14th): MediaTek, Nanya Technology, TSMC, Yageo
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in MediaTek, Nanya Technology, Powerchip...
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TWSE Short Interest Weekly (Aug 14th): Shin Kong Financial, Nan Ya Plastics, Quanta Computer
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Nan Ya Plastics, Quanta...
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Asian Equities: Model Portfolio Outperformed; Minor Changes to the Industrials Sleeve
Model Portfolio outperformed MXASJ. Drivers: base metals, industrials, select consumers. Focus stays on AI "picks & shovels", industrial, defense,...
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