Taiwan - Increased Shorts in Largan, UMC, Yageo; Covering in AUO, Asmedia, Catcher, Hiwin
Total short notional in Taiwan stocks is TWD 250,273 mm (~US$8.34 bn) as of 14 February 2020.Over the week, the largest short positions were put on...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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Taiwan Shorts - Chipmakers Ahoy!
Total short notional in Taiwan stocks is TWD 265,860 mm (~US$8.71 bn) as of 11 October.Over the week, the largest short positions were put on in...
318 Views
Taiwan Short Interest - Long Realtek (2379), Short Macronix (2337)
Total short notional in Taiwan stocks is TWD 261,449 mm (~US$8.45 bn) as of 4 October.Over the fortnight, the largest short positions were put on...
382 Views
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...
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