Smartphone – Global Vs China Decelerated Downtrends
Despite shipment continued to fall y/y, all major markets experienced deceleration in decline. DMs like US & W Europe did better with more material...
471 Views
Taiwan - Shorts Build Up on Yageo (2327)
Total short notional in Taiwan stocks is TWD 256,524 mm (~US$8.41 bn) as of 15 November. Over the week, the largest short positions were put on...
455 Views
Japan Display: Apple's Show of Support Is Critical and Is Why the Stock Is Up 30%
Japan Display (6740 JP) was up as much as 30% as news hits the wires that Apple Inc (AAPL US) will invest $100m in the company's...
619 Views
Japan Display: Shrinking of Mobile Arm a Necessary Move but Capital Raise Vital
On Wednesday 12 Jun Japan Display (6740 JP) announced some of the details of its restructuring measures: The Hakusan facility will have production...
709 Views
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
657 Views