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...
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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...
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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...
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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...
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Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself
What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y...
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