UMC (UMC.US, 2303.TT): 1Q22 Earnings Preview- Continuous Growth
UMC’s sales/GM would reach to ~NT$58billion/~39% and NT$60billion/~41.5% in 4Q21/1Q22 respectively, a bit higher than Bloomberg consensus of...
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TSMC (TSM.US, 2330.TT): Bright Outlook in 2022
2022 outlook being bright. Intel’s possible orders in 2023. iPhone 2023 will be designed by Apple. TSMC's continuing updated technology roadmap.
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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LG Electronics' Value-Up Disclosure Today: Impact on Initial Flow Sizing for the Value-Up Index
This post explores how LG Electronics' value-up disclosure today affects the initial flow sizing of the value-up index, set to launch next month.
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KRX Short Interest Weekly (Aug 16th): Sk Hynix
We analyzed KRX short interest report for the past week and highlighted short interest changes in Sk Hynix (ticker: 000660 KS).
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