Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
417 Views
TSMC Bad News Shrug
Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) consolidation from late April has formed a constructive wedge pattern that has a 70%...
218 Views
Asia Short Interest Weekly - HSBC, Meituan, Alibaba, Softbank, JRFI, Samsung, LG H&H, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
162 Views
EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
124 Views
US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
187 Views