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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Taiwan - Shorts Cover Tech; Increase Positions in Telecom, Banks, Transportation
Total short notional in Taiwan stocks is TWD 237,399 mm (~US$7.83 bn) as of 31 January 2020.Over the Lunar New Year shortened two weeks, the...
335 Views
Taiwan - Shorting in Electronic Components, Covering in Semiconductors
Total short notional in Taiwan stocks is TWD 254,326 mm (~US$8.49 bn) as of 17 January 2020. Over the week, the largest short positions were put...
361 Views
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...
759 Views
Taiwan - Shorts in UMC, Catcher, Bizlink; Covering in Walsin, AUO, Largan
Total short notional in Taiwan stocks is TWD 258,961 mm (~US$8.57 bn) as of 13 December. Over the week, the largest short positions were put on...
383 Views