The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
310 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...
461 Views
The Stocks to Own in Asia – Vol. 36
We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...
344 Views
Taiwan Long/Short Trades: Relative Performance, Shorts & Valuations
We identify three pairs in Taiwan that are correlated, where the price ratio is trading near a high/low, valuations are supportive and short...
233 Views
Shorts Diverge on Electronic Equipment Stocks
Total short notional in Taiwan stocks is TWD 236,519 mm (~US$7.91 bn) as of 6 March 2020.Over the week, the largest short positions were put on in...
357 Views