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...
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Taiwan Shorts - Banks and Semiconductors
Total short notional in Taiwan stocks is TWD 267,003 mm (~US$8.72 bn) as of 11 October.Over the week, the largest short positions were put on in...
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Sino American Silicon (5483): Entry to Globalwafers and Others
Sino American Silicon remains a smart way to gain exposure in Globalwafers (24x PER), compared to SAS (13x PER). The other factor is that...
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