Last Week in Event SPACE: Toshiba, Softbank, Cardinal Resources, Sembcorp, Intouch, SingTel, 58.Com
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
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Chailease Holding – Delayed Reaction By ASEAN Should Weigh Heavily On Results Too
* Earnings Under Pressure: Chailease Holding (5871.TT) [Chailease] reported 1Q20 bottom-line profit of TWD 3.9n – declining TWD 63.5 mn (1.6%)...
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Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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Taiwan - Shorts Build Up on Yageo (2327)
Total short notional in Taiwan stocks is TWD 256,524 mm (~US$8.41 bn) as of 15 November. Over the week, the largest short positions were put on...
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Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
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