Coronavirus Update for Asian Megacap Tech - Inteqres Update
We do not pretend to be virologists but it does appear that so far the apocalyptic scenarios linked to coronavirus are yet to pass. For the large...
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Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg
Apple's profit warning in relation to the impact of COVID-19 earlier this week came as little surprise. The company is doubly exposed to China, on...
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Nothing Spreads Like Fear - The Novel Coronavirus (2019-NCoV)
What is the Novel Coronavirus (2019-nCoV)The novel coronavirus (2019-nCoV) emerged in a seafood and poultry market in the Chinese city of Wuhan and...
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Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
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Taiwan - Shorts Increase on UMC, Largan, TSMC, China Air; Cover on Novatek, Yageo, AUO
Total short notional in Taiwan stocks is TWD 240,943 mm (~US$7.99 bn) as of 7 February 2020. Over the week, the largest short positions were put...
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