Korea Local Talkings on Memory Turnaround
Nanya's Aug number looks certainly encouraging. This is being taken not lightly here in Korea as well. SamE got pushed up, so did Hynix. Both DRAM...
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Taiwan Short Interest - August in Review
Total short notional in Taiwan stocks is TWD 259,723 mm (~US$8.3 bn) as of yesterday's close and has increased steadily through the month.Over the...
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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...
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Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
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Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
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