Electronic Component Stocks Long/Short
Total short notional in Taiwan stocks is TWD 234,828 mm (~US$7.78 bn) as of 27 March 2020.Over the week, the largest short positions were put on in...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
306 Views
Semiconductor and Technology Hardware in the Shorts Crosshairs
Total short notional in Taiwan stocks is TWD 224,200 mm (~US$7.41 bn) as of 20 March 2020.Over the week, the largest short positions were put on in...
352 Views
Shorts Diverge on Electronic Equipment Stocks
Total short notional in Taiwan stocks is TWD 236,519 mm (~US$7.91 bn) as of 6 March 2020.Over the week, the largest short positions were put on in...
360 Views
Hon Hai: Depressed Valuation Offers Good Entry; New Verticals to Support LT Growth
Hon Hai Precision Industry (2317 TT), a key supplier for Apple’s iPhones has become a market sensation following the Covid-19 outbreak and how it...
532 Views