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Elite Material (2383 TT)
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41
Analysis
Information Technology
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Taiwan
Elite Material Co., Ltd manufactures and markets prepared laminated cover claddings for double-sided and multi-layer printed circuit boards.
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bearish
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Quantitative Analysis
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08 Feb 2020 09:01
Taiwan - Shorts Increase on UMC, Largan, TSMC, China Air; Cover on Novatek, Yageo, AUO
Total short notional in Taiwan stocks is TWD 240,943 mm (~US$7.99 bn) as of 7 February 2020. Over the week, the largest short positions were put...
Brian Freitas
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362 Views
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bullish
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MSCI ACWI Index
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29 Mar 2019 03:44
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
Vermilion Research
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558 Views
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bullish
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Cross Asset Strategy
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28 Nov 2017 06:26
EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
Steven Holden
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251 Views
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bearish
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Thematic (Sector/Industry)
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11 Oct 2016 19:46
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
Andrew Lu
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4.8k Views
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bearish
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Thematic (Sector/Industry)
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10 Aug 2016 21:39
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
Andrew Lu
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254 Views
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