Global Emerging Markets Weekly: 19 February 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
260 Views
Asia Short Interest: WuXi Bio, PSBC, Jinxin Fertility, BYD, Ryohin, Freee, Itochu, Pearl Abyss
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
240 Views
Taiwan Semiconductor (2330 TT, TSM): Samsung Is Serious About Stealing Share
Peak growth, peak margins, and peak multiples have pushed TSMC to all time highs. Difficult comps and increasing competition may lead to share...
498 Views
Samsung Surprisingly Cautious in 4Q Earnings Call
It's surprising how muted Samsung's outlook was in its 4Q20 earnings call when compared with Micron's call a month earlier. Here's some insight to...
454 Views
Semiconductor Memory Cycles. Where Are We At & Where Are We Going?
With the memory boom & bust cycle of the past three years in our rear view mirror, we posit that we are now entering a period of greater stability...
274 Views