Taiwan - Shorting in Electronic Components, Covering in Semiconductors
Total short notional in Taiwan stocks is TWD 254,326 mm (~US$8.49 bn) as of 17 January 2020. Over the week, the largest short positions were put...
361 Views
Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
463 Views
Taiwan - Bank Stocks See Short Covering
Total short notional in Taiwan stocks is TWD 250,396 mm (~US$8.36 bn) as of 10 January 2020. Over the week, the largest short positions were put on...
362 Views
Taiwan - Shorts Spike in ITEQ, Tong Hsing, Catcher, Asia Vital
Total short notional in Taiwan stocks is TWD 255,705 mm (~US$8.51 bn) as of 3 January 2020.Over the week, the largest short positions were put on...
423 Views
2020 High Conviction: ROHM- Potential for Margin Expansion; 5G and CASE Are Key Demand Drivers
Rohm Co Ltd (6963 JP) mainly manufactures ICs and Discrete Semiconductors. The company has been experiencing a decline in OP and revenue during...
785 Views