TWSE Short Interest Weekly (Jun 20th): Cathay Financial, Fubon Financial, TSMC, Asustek Computer
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Cathay Financial, Fubon Financial, TSMC, Asustek...
310 Views
AVGO Results Good. 55-60% AI Growth in 2025, Same in 26. Consensus Is ~10% Too Low, Stock Expensive
AI revenue projected to reach $19bn in 2025, $30bn in 2026. Consensus estimates for Broadcom revenues are too low, but AVGO is more expensive than...
540 Views
TWSE Short Interest Weekly (Jan 3rd): Realtek Semiconductor, Wisdom Marine Lines, Wiwynn
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Realtek Semiconductor, Wisdom Marine Lines,...
319 Views
Taiwan - Increased Shorts in Largan, UMC, Yageo; Covering in AUO, Asmedia, Catcher, Hiwin
Total short notional in Taiwan stocks is TWD 250,273 mm (~US$8.34 bn) as of 14 February 2020.Over the week, the largest short positions were put on...
370 Views
Taiwan - Shorts Cover Tech; Increase Positions in Telecom, Banks, Transportation
Total short notional in Taiwan stocks is TWD 237,399 mm (~US$7.83 bn) as of 31 January 2020.Over the Lunar New Year shortened two weeks, the...
429 Views