Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
434 Views
Hoya: Long-Term Prospects Seem Attractive Though Some Short-Term Weaknesses Exist
Semiconductor shortage is negatively impacting Hoya's endoscope business and thin disposable endoscope margins are causing a temporary drop in...
271 Views
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
257 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
333 Views
Hoya: Strengthening Life Care Business and Underperformance Vs. Lasertec Suggests Catch-Up Potential
Both Hoya and Lasertec have exposure to the EUV lithography, however, Hoya’s shares have not at all performed well compared to Lasertec due to...
298 Views