2021 High Conviction: Semiconductor Growth with COVID Risk
In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...
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Ride on the Growth of China’s Largest Tech Companies
The Lion-OCBC Securities Hang Seng TECH ETF will commence trading on SGX on 10 December 2020, offering investors low cost and direct access to...
922 Views
Semiconductor WFE. On Track For ~20% YoY Growth Despite US China Restrictions.
Despite the double headwinds of COVID-19 and US China trade restrictions, the semiconductor WFE segment is turning in an outstanding performance...
297 Views
HSCEI Index Rebalance: 9 Adds, 9 Deletes, BIG Turnover
There are 9 adds and 9 deletes in the upcoming HSCEI rebalance. Turnover at 10%+ is big and there is a lot of short interest on names. The momentum...
369 Views
Hang Seng TECH Index Rebalance: Two Changes as Assets Continue to Grow
The first review of the Hang Seng TECH index has 2 inclusions and 2 deletions. Assets benchmarked to the index are north of US$1.1bn and will...
446 Views