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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Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
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Apple New IPhones and Watch 3: All New Features Are in the Price?
SummaryDespite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well...
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Taiwan Tax Reform: Positive to Domestic Investors but Only Marginal Impact to Corporates' Earnings
What's new?Taiwan Ministry of Finance announced yesterday a new tax reform (starting 2019 calendar year for 2018 income taxes) to cut personal tax...
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Catcher Exit/Sell Levels After 26% Gain
Catcher has made fairly good headway since our buy entry at 237 on September 8th 2017. Clearing 305 targeted 320 which is where we are currently...
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