Samsung Special Dividend & 1P Rally Revival
This post examines Samsung's special dividend situation (along with LJY's tax-paying plan) and how it can revive the 1P rally seen late last year.
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Impact of Austin Freeze. Will Apple Get Their 5G Phones?
Are Qualcomm and Apple coming into a deep crunch due to the Austin temperature freeze? It seems likely that we will see delays and misses from both
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Global Emerging Markets Weekly: 5 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Asia Short Interest: Kuaishou, HKEX, SHK, Anta, Nexon, Toshiba, Toyo Tire, HIS, Hynix, TSMC, UMC
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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January Semiconductors Up 13.2% Y/Y
Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...
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