2020 High Conviction: ROHM- Potential for Margin Expansion; 5G and CASE Are Key Demand Drivers
Rohm Co Ltd (6963 JP) mainly manufactures ICs and Discrete Semiconductors. The company has been experiencing a decline in OP and revenue during...
886 Views
ROHM: Asymmetric Opportunity, Quantamental Analysis Indicates Potential For Margin Expansion
This is our first look at Rohm Co Ltd (6963 JP), a semiconductor company. Our key points are: ROHM mainly manufactures ICs and Discrete...
608 Views
Taiwan - UMC, BizLink, Yageo Most Shorted
Total short notional in Taiwan stocks is TWD 255,286 mm (~US$8.39 bn) as of 6 December. Over the week, the largest short positions were put on...
498 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 - Chipmakers Ahoy!
Total short notional in Taiwan stocks is TWD 265,860 mm (~US$8.71 bn) as of 11 October.Over the week, the largest short positions were put on in...
409 Views