Asia Short Interest: Xinyi Solar, Alibaba, Tencent, ENEOS, Resona, Toshiba, Samsung, TSMC, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Intel IDM 2.0: Bold Move Or Desperate Gamble?
Intel's new CEO Pat Gelsinger this week laid out his plans for the future of the company. Dubbed IDM 2.0, is the plan a bold move or a desperate...
389 Views
Where Are Global Value Funds Positioned?
With Value funds capturing some long awaited outperformance this year, we analyse the current holdings set up among the active Global Value funds...
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Xiaomi (1810 HK): Market Was Wrong After 4Q20 Result, Upgrade to Buy
The market rushed to sell the stock after the 4Q20 result, but we believe that was a wrong action.The gross margins of all business lines improved....
446 Views
Erajaya (ERAA): Lack of Short Term Catalyst but March on Long Term
The short-term outlook for having Erajaya pales in comparison to its long-term prospect therefore after a 76% return in 6 months, maybe it is time...
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