U.S. Dollar Topping?; Bullish Reversals Continue; Ideas in Growth/Cyclicals, Financials
This is now the third week in a row where we are discussing an increasing number of country indexes with bullish 3.5-9-month downtrend reversals,...
478 Views
Biel Crystal IPO Initiation: Through the Looking Glass
Biel has won approval for an HKEx IPO to raise $1-2 billion. Biel’s fundamentals are attractive with solid top-line growth, operating leverage and...
317 Views
Catcher (2474 TT) Impressive GM & High Dividend Yield
Upgrade to BUY, with a TP of NT$200. Although Catcher had sold its iPhone related business, it has been affected by material supply shortages in...
195 Views
Parade Technologies (4966 TT) - Expensive Now, But Accumulate on Weakness Given Structural Positives
We provide a primer on Parade Technologies including an analysis in respect of where in the value chain it sits, in particular as a key display...
208 Views
Asia Shorts: Meituan, CMB, Li Ning, Sekisui, Toyo Seikan, Toshiba, Kakao, HMM, LGE, Wan Hai, TSMC
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
205 Views