Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
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Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
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Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
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TSMC. Strong Q2 & Improved FY 2020 Outlook Since Q1 Despite Twin Headwinds Of COVID-19 & Huawei Ban.
TSMC last week reported second quarter revenues of $10.38 billion, at the top of the forecasted range, up 34.1% YoY and a modest 0.8% increase...
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Asia Short Interest Weekly - PingAn, WuXi Bio, Meituan, SMIC, Fast Retail, Sumitomo, Yageo, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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