Global Equity Strategy: Prevailing Trends Persist
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Continued weakness in global...
451 Views
Taiwan Short Interest - Long Realtek (2379), Short Macronix (2337)
Total short notional in Taiwan stocks is TWD 261,449 mm (~US$8.45 bn) as of 4 October.Over the fortnight, the largest short positions were put on...
382 Views
After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
447 Views
Taiwan Short Interest - Largan and Innolux Diverge
Total short notional in Taiwan stocks is TWD 266,567 mm (~US$8.62 bn) as of yesterday's close.Over the fortnight, the largest short positions were...
445 Views
Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening Dramatically
Company is seeing far lower net profit, with the just-announced quarter one of the worst on record in recent years. Debt is now a factor and SG&A...
513 Views