Asia Short Interest Weekly - HSBC, Meituan, Alibaba, Softbank, JRFI, Samsung, LG H&H, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
158 Views
EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
119 Views
TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws
The Nikkei Asian Review reported on Monday (18th May 2020) that the world’s biggest contract chip maker TSMC has halted accepting new orders from...
112 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
111 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
171 Views