The Stocks to Own in Asia – Vol. 42
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stock remains, 10 stocks added
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TWSE Short Interest Weekly (Jun 23rd): Mediatek, Walsin Lihwa, Acer, YCY, Quanta Computer
We analyzed TWSE short interest report for the past week and highlight short interest changes in Mediatek, Walsin Lihwa, Acer, Ycy, Quanta...
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TWSE Short Interest Weekly (Jun 16th): Inventec, Quanta Computer, Walsin Lihwa, Asia Vital
We analyzed TWSE short interest report for the past week and highlight short interest changes in Inventec, Quanta Computer, Walsin Lihwa, Asia...
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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...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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