Growing DM Peak Risk as EM's Squeeze Higher
Chartonics weekly Monday 21 March 2016Growing DM peak risk as EM’s squeeze higherOur March risk on rally is maturing with DM’s slated to peak in...
378 Views
March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
444 Views
TWSE Foreign Holding Weekly (Mar 6th): TSMC, MediaTek, Hon Hai Precision, Delta Electronics
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Hon Hai Precision, Delta...
341 Views
MS-Taiwan Index Earning Revision (Feb): Feng Tay Enterprises, Innolux, Formosa Plastics, TSMC
We analyzed MS-Taiwan's consensus for Feb 2026 and highlighted changes of EPS in Feng Tay Enterprises (9910 TT), Innolux (3481 TT), Formosa...
475 Views
TWSE Foreign Holding Weekly (Feb 27th): TSMC, Hon Hai Precision, Yageo, Macronix Intl, Innolux
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Yageo, Macronix Intl,...
210 Views