Taiwan Short Interest - August in Review
Total short notional in Taiwan stocks is TWD 259,723 mm (~US$8.3 bn) as of yesterday's close and has increased steadily through the month.Over the...
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
696 Views
Taiwan Telcos: Run up to 5G Auction Will Drive Uncertainty. Remain Cautious
The Taiwanese telecom regulator (NCC) recently announced the structure of the upcoming 5G auction which is due in 4Q19. The introduction of...
475 Views
Chunghwa Telecom's 2019 Guidance Looks Optimistic After Missing 2018 Guidance.
Chunghwa Telecom (2412 TT) recently announced very ambitious FY19 guidance targets. While the market may view management's optimism poistively, we...
518 Views
Interesting Stocks to Consider in Asia, Vol. 2
We highlight 15 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets...
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