Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
493 Views
Taiwan - Shorts Spike in ITEQ, Tong Hsing, Catcher, Asia Vital
Total short notional in Taiwan stocks is TWD 255,705 mm (~US$8.51 bn) as of 3 January 2020.Over the week, the largest short positions were put on...
477 Views
What a 5% DRAM Wafer Cut Really Means
Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages. This can...
564 Views
Taiwan - Pegatron, Yageo, Nanya Tech Shorts Covered
Total short notional in Taiwan stocks is TWD 254,881 mm (~US$8.35 bn) as of 29 November.Over the week, the largest short positions were put on in...
432 Views
Taiwan - Shorts Like These Stocks
Total short notional in Taiwan stocks is TWD 258,516 mm (~US$8.46 bn) as of 22 November. Over the week, the largest short positions were put on...
497 Views