Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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Jih Sun Financial Deal Down To The Wire
Fubon deal for Jih Sun comes down to the wire. Extension is possible but there is no word from either of the two big holders. Jih Sun trades at...
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Taiwan - Bank Stocks See Short Covering
Total short notional in Taiwan stocks is TWD 250,396 mm (~US$8.36 bn) as of 10 January 2020. Over the week, the largest short positions were put on...
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Taiwan Business: A Quarter of Underperformance Looks Overdone
We have been positive about Taiwanese banks for some time. And while we would not be surprised if investors have reduced their holdings, we see an...
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Taichung Commercial Bank: Further To Go
Following on from Taiwan Banks: Trading Thoughts on Four Names, we add Hua Nan Financial Holdings Co Ltd. (2880 TT) to our analysis. We conduct a...
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