In today’s briefing:
- KRX Foreign Holding Weekly (Feb 21st): SK Hynix, Hd Hyundai Heavy Industries, Hyundai Motor
- The KOSPI 200’s Rally: Profit Targets, Where to BUY
- Thailand Short Interest Weekly (Feb 21st): Airports of Thailand, Delta Electronics, Bangkok Bank
- TWSE Foreign Holding Weekly (Feb 21st): TSMC, Wistron, Ase Industrial, Phoenix Silicon International
- TWSE Short Interest Weekly (Feb 21st): Winbond Electronics, Unimicron Technology, Elite Material
KRX Foreign Holding Weekly (Feb 21st): SK Hynix, Hd Hyundai Heavy Industries, Hyundai Motor
- We analyzed the changes in foreign holdings of KRX stocks as of Feb 21st which has an aggregated holding worth USD508.9bn.
- We estimate that foreign flows to be outflows of USD389mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in SK Hynix, Hd Hyundai Heavy Industries, Hyundai Motor.
The KOSPI 200’s Rally: Profit Targets, Where to BUY
- The KOSPI 200 (KOSPI2 INDEX EQUITY) had been in a downtrend since June 2024 and only recently started to rally again for periods longer than 1 week.
- We don’t know if the index is back to Bull Market mode, but if it is the rallies will followed by brief pullbacks, and these are opportunities to buy.
- At the moment the KOSPI 200 is overbought, we are not saying it cannot go a bit higher but the upside should be somehow limited.
Thailand Short Interest Weekly (Feb 21st): Airports of Thailand, Delta Electronics, Bangkok Bank
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Feb 21st.We estimate that they had an aggregated short interest worth USD2.0bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Airports of Thailand, Delta Electronics, Bangkok Bank, Thai Union.
TWSE Foreign Holding Weekly (Feb 21st): TSMC, Wistron, Ase Industrial, Phoenix Silicon International
- We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 21st which has an aggregated holding worth USD1,040.8bn.
- We estimate that foreign flows to be inflows of USD650mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in TSMC, Wistron, Ase Industrial, Phoenix Silicon International, Quanta Computer, Accton Technology, Alchip Technologies, Delta Electronics, Pharmaessentia.
TWSE Short Interest Weekly (Feb 21st): Winbond Electronics, Unimicron Technology, Elite Material
- We analyzed the changes in short interest of TWSE Stocks as of Feb 21st which has an aggregated short interest worth USD22.3bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Winbond Electronics, Unimicron Technology, Elite Material, Hon Hai Precision Industry, Mediatek.
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