Innolux (3481 TT) Attractive Valuation despite Product Price Downtrend
We forecast Innolux’s FY21 EPS at NT$6.68, which bodes well for the company’s cash dividend distribution in 2022 (estimated to be above NT$2 per...
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Asia Shorts: Alibaba, Tencent, Meituan, BYD, Daito, Kirin, BASE, LGE, OCI, Kakao, LGH&H, Innolux
The Insight looks at short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to aid...
322 Views
Taiwan: TWSE & Margin Balance at New Highs
The TWSE and margin balances are both at a new high. With geo-political concerns and COVID-19 still major factors, we would look to lower long...
409 Views
EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
241 Views
Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
194 Views