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...
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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...
355 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...
304 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...
348 Views
S&P 500 Technical Appraisal and Support Levels
S&P 500 Potential Support Levels. Current logical support levels we are monitoring include the December 2018 low of 2,346 and prior resistance...
416 Views