Taiwan Tech Weekly: AI Names Rally But Nvidia Long/Short Still Working; Hon Hai & Asustek Take-Aways
Also how Asustek plans to take the lead globally in AI PCs; Gaming PCs will be the first key battleground. MSI could be an interesting play on...
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TWSE Foreign Holding Weekly (Nov 10th): TSMC, Taiwan Cement, Wistron
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Taiwan Cement, Wistron.
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TWSE Short Interest Weekly (Nov 10th): Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan Cement
We analyzed TWSE short interest report for the past week and highlight short interest changes in Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan...
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ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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MSCI EM Index Reversing 3-Month Downtrend -- Buy. Remain Overweight India, Upgrading Poland & Greece
In our prior EM Strategy (10/2/23) we discussed that, if $EEM is above $37, we were buyers on the pullback. Support held and now EEM displays a...
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