February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
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Electronic Components Long/Short: Yageo (2327TT)/ Genius (3406TT)
Total short notional in Taiwan stocks is TWD 241,644 mm (~US$8.05 bn) as of 10 April 2020.Over the week, the largest short positions were put on in...
358 Views
Electronic Component Stocks Long/Short
Total short notional in Taiwan stocks is TWD 234,828 mm (~US$7.78 bn) as of 27 March 2020.Over the week, the largest short positions were put on in...
358 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
306 Views
Semiconductor and Technology Hardware in the Shorts Crosshairs
Total short notional in Taiwan stocks is TWD 224,200 mm (~US$7.41 bn) as of 20 March 2020.Over the week, the largest short positions were put on in...
352 Views