Sunny Optic (2382): Expensive and Future Still to Be Decided
Trade talks between the US and China have reached the first conclusion but the difficult part is yet to happen; on IP and technology transfer; two...
445 Views
Taiwan Short Interest - Largan and Innolux Diverge
Total short notional in Taiwan stocks is TWD 266,567 mm (~US$8.62 bn) as of yesterday's close.Over the fortnight, the largest short positions were...
445 Views
Taiwan Short Interest - Recent Jump in Positioning
We take a look at the latest TWSE data released Friday evening on short position balances in Taiwan for the week ended 23 August.Total short...
372 Views
Short Taiwan Tech Set Ups
The following tech stocks in Taiwan are nearing a counter trend terminal point for the rally. We outline short set ups with support pivots and...
467 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
361 Views