TWSE Short Interest Weekly (Sep 8th): Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek
We analyzed TWSE short interest report for the past week and highlight short interest changes in Realtek Semi, Faraday Tech, Auo, Asustek Computer,...
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The Stocks to Own in Asia – Vol. 30
We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asia markets...
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EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
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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...
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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...
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