Taiwan - Shorts Circuit
Total short notional in Taiwan stocks is TWD 264,385 mm (~US$8.65 bn) as of 18 October.Over the week, the largest short positions were put on in...
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Everspin's Dreams of MRAM Glory
Everspin has tied its future to MRAM technology, a niche product that the company hopes will eventually rise to displace current leading memory...
301 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
407 Views
Taiwan Shorts - Banks and Semiconductors
Total short notional in Taiwan stocks is TWD 267,003 mm (~US$8.72 bn) as of 11 October.Over the week, the largest short positions were put on in...
385 Views
TSMC - Chip Away at the ADR Premium
The premium on the Taiwan Semiconductor Sp Adr (TSM US) ADR is nearing its highs over the last two years on higher than average volumes. The traded...
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