Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Korea Sector Long/Short Pairs Trade Ideas
This post investigates the 141 sector pairs worthy of close monitoring for a long/short trade. They are selected based on the GICS sub-categories,...
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KOSPI 200 Daily Movers: Doubleu Games, HMM, SKC, & Doosan Infracore
This post is a daily update on the KOSPI 200 movers. It is based on the price performances at 11 AM in Korea local time.
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TRACKING TRAFFIC/Containers & Air Cargo: Spot Vs 'Achieved' Rates | Fuel Prices Up | US Retail Weak
Although December container volumes and average pricing improved, we see increasing risks, including rising fuel prices and lackluster US retail...
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ZIM at IPO Price Range Looks Reasonable Vs Peers, But Should Investors Add Container Exposure Now?
ZIM at the mid-point of its IPO price range does not look expensive, but the bigger question is: why add container exposure near the peak of the...
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