Emerging Market Overweights Series. Part 3: Taiwan Tech
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios. We analyse the drivers behind the move, the key conviction...
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Asia Short Interest Weekly: SMIC, Hua Hong, WuXi, Alibaba, HSBC, Seven&I, Shimano, Kirin, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
449 Views
Semiconductor OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET
First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion....
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Micron - Will the Recovery Ever Reach the End?
Never ended recoveryMicron Technology Inc (MU US) reports 3Q17 sales growth of 10% q/q (reaching high end of earlier guidance) and 91% y/y to...
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