Tong Hsing (6271 TT) Strong Auto Demand Handset CIS RW to Rebound
Given that Tong Hsing (THEIL)’s 2Q21 GM substantially surpassed projection, we raise FY21 GM and profit forecasts in tandem. FY21 and FY22 EPS are...
358 Views
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...
450 Views
Asia Short Interest Weekly: Tencent, HSBC, Netease, Kubota, DoCoMo, Kakao, LG Chem, Largan, UMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
529 Views
Asia Short Interest Weekly - Big Jump in Japan Shorts
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
466 Views
Semiconductors Long/Short: Mediatek/UMC
Total short notional in Taiwan stocks is TWD 234,048 mm (~US$7.74 bn) as of 3 April 2020.Over the week, the largest short positions were put on in...
500 Views