Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
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Quiddity Leaderboard TDIV Jun26: Final Expectations; Many High-Impact Names; Mega Outflow Names
Three outflow names have more than a billion dollars to sell. Mediatek (2454 TT), United Microelectronics (2303 TT), and ASE Tech (3711 TT) have...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ SOUTH KOREA:...
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TWSE Foreign Holding Weekly (May 22nd): TSMC, MediaTek, UMC, Compeq Manufacturing
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, UMC, Compeq Manufacturing,...
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TWSE Short Interest Weekly (May 22nd): Shin Kong Financial, Quanta Computer, Yageo, LARGAN Precision
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Quanta Computer, Yageo,...
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