‘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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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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