Taiwan Moves to Top Underweight, Tech Overweight Risk
A recent shift in momentum has pushed Taiwan to the largest country level underweight in the Asia Ex-Japan region, with the Technology sector one...
542 Views
Asia Short Interest: Large Moves in April
Short notional in Korea and Taiwan has been increasing as the market has been moving lower. Shorts on China Merchant Bank have been covered in...
455 Views
Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
376 Views
Yageo (2327 TT, NEUTRAL, NTD410.00)
Steady revenue/earnings; ongoing acquisition; new capacity yet to become operational . The company is currently traded at the low end of its PER...
76 Views
Yageo (2327 TT, BUY, NTD439.00)
Reiterate BUY with TP of NTD680 on positive revenue/earnings momentum and new business consolidation. Revenue/earnings may be robust in 3Q21 peak...
170 Views