Hoya: Long-Term Prospects Seem Attractive Though Some Short-Term Weaknesses Exist
Semiconductor shortage is negatively impacting Hoya's endoscope business and thin disposable endoscope margins are causing a temporary drop in...
108 Views
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
156 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
212 Views
Hoya: Strengthening Life Care Business and Underperformance Vs. Lasertec Suggests Catch-Up Potential
Both Hoya and Lasertec have exposure to the EUV lithography, however, Hoya’s shares have not at all performed well compared to Lasertec due to...
179 Views
Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
346 Views