Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
235 Views
Nanya Technology (2408 TT, NEUTRAL, NTD63.70)
We maintain NEUTRAL on DRAM price corrections. As economies have reopened and caused lower expected demand for consumer PCs and Chromebooks,...
283 Views
Nanya Technology (2408 TT, NEUTRAL, NTD61.40)
Product prices may fall soon; downgrade to NEUTRAL. Nanya’s FY21 EPS is estimated at NTD6.78.. As the spot market has weakened recently, it may...
165 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
273 Views
Asia Shorts: Cosco Ship, Kuaishou, Pop Mart, WuXi, Takeda, Kirin, Monex, HMM, NC Soft, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
254 Views