Global Emerging Markets: Reporting Season Summary, 2Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
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TWSE Short Interest Weekly (Sep 2nd): Yang Ming, Evergreen, Largan
We analyzed short interest in the TWSE market last week and highlight short interest changes in Yang Ming, Alchip, Catcher, Faraday, Via Tech,...
238 Views
Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
369 Views
Largan (3008 TT, NEUTRAL, NTD2,005.00)
iPhone adoption of lower-grade lenses affects earnings; reiterate NEUTRAL. iPhones may massively feature lower-grade lenses in the future. However,...
152 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
167 Views