In today’s briefing:
- KRX Foreign Holding Weekly (Feb 7th): Naver, Samsung Electronics, Hd Hyundai Electric, Hyundai Motor
- Gold Is Extremely OVERBOUGHT—Don’t Buy Now, Pullback on the Horizon!
- Thailand Short Interest Weekly (Feb 7th): Kasikornbank, PTT, Bangkok Bank
- TWSE Short Interest Weekly (Feb 7th): Alchip Technologies, Yageo, Wistron, Asmedia Technology
- TWSE Foreign Holding Weekly (Feb 7th): Alchip Technologies, Hon Hai Precision Industry, TSMC
KRX Foreign Holding Weekly (Feb 7th): Naver, Samsung Electronics, Hd Hyundai Electric, Hyundai Motor
- We analyzed the changes in foreign holdings of KRX stocks as of Feb 7th which has an aggregated holding worth USD481.4bn.
- We estimate that foreign flows to be outflows of USD730mln. 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 Naver, Samsung Electronics, Hd Hyundai Electric, Hyundai Motor, SK Hynix.
Gold Is Extremely OVERBOUGHT—Don’t Buy Now, Pullback on the Horizon!
- In a previous insight we predicted that Gold (GOLD COMDTY) was about to rally. Since then, Gold has been rising for 6 consecutive weeks.
- Our tactical quantitative models indicate that Gold (GOLD COMDTY) is OVERBOUGHT from a WEEKLY perspective, i.e. we expect a pullback that will last 1 or more weeks.
- In this insight we will discuss both how much it can still rise and where to buy if there is a pullback, i.e. the support levels.
Thailand Short Interest Weekly (Feb 7th): Kasikornbank, PTT, Bangkok Bank
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Feb 7th.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 Kasikornbank, PTT, Bangkok Bank, Bangkok Expressway and Metro, Carabao, Delta Electronics, CP ALL, Minor International, Gulf Energy Development.
TWSE Short Interest Weekly (Feb 7th): Alchip Technologies, Yageo, Wistron, Asmedia Technology
- We analyzed the changes in short interest of TWSE Stocks as of Feb 7th which has an aggregated short interest worth USD22.4bn.
- 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 Alchip Technologies, Yageo, Wistron, Asmedia Technology, Fortune Electric, Htc, Elite Advanced Laser, Lite-On Technology.
TWSE Foreign Holding Weekly (Feb 7th): Alchip Technologies, Hon Hai Precision Industry, TSMC
- We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 7th which has an aggregated holding worth USD1,047.9bn.
- We estimate that foreign flows to be outflows of USD1,496mln. 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 Alchip Technologies, Hon Hai Precision Industry, TSMC, Quanta Computer, Unimicron Technology, Wistron.
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