Short Taiwan Tech Set Ups
The following tech stocks in Taiwan are nearing a counter trend terminal point for the rally. We outline short set ups with support pivots and...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Buying Back into Catcher
We made a macro bull call on Catcher in September 2016 and in June 2017 recommended selling down Catcher at the 370 or better level. Our sell...
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