Hoya: Life Care Exceeds Pre-Covid Levels; Slight Upgrade to Forecasts with a Small Buyback
Hoya's 3Q revenues and OP both beat consensus estimates. Lifecare revenues exceeded pre-Covid levels. The company has slightly upgraded full-year...
232 Views
Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
334 Views
Hoya: Long-Term Prospects Seem Attractive Though Some Short-Term Weaknesses Exist
Semiconductor shortage is negatively impacting Hoya's endoscope business and thin disposable endoscope margins are causing a temporary drop in...
111 Views
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
165 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
216 Views