Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
283 Views
Asia Short Interest: Tencent, Ping An, Baidu, BASE, Toshiba, GMO Payment, BeNext, Inventec, Mediatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
426 Views
Effissimo, Sanken, and Allegro - Thinking About the Future
Effissimo launched a partial tender for Sanken (6707) and it went through terms as people noted the "stub trade" for Allegro Microsystems. It's...
691 Views
Effissimo Launches Unsolicited/Hostile Partial Tender On Sanken Electric
Effissimo launches a friendly-ish unsolicited (therefore "hostile") partial offer to buy 20% of Sanken Electric. It is "pure investment" but Sanken...
661 Views
2020 High Conviction: ROHM- Potential for Margin Expansion; 5G and CASE Are Key Demand Drivers
Rohm Co Ltd (6963 JP) mainly manufactures ICs and Discrete Semiconductors. The company has been experiencing a decline in OP and revenue during...
783 Views