August Semiconductor Sales Increase
The World Semiconductor Trade Statistics for August have just been released, and revenue
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BYD Electronics (285): Where Is the Margin At?
The share price increase of close to 10% today makes a more attractive entry point to shorting BYD Electronics.
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Trump Administration Continues to Ratchet Up The Pressure
*Export Restrictions On SMIC: The US Commerce Department has reportedly imposed export restrictions on mainland China’s SMIC (largest semiconductor...
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Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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Asia Short Interest Weekly: SMIC, Zhaojin, Longfor, JD, Shinpoong, Alteogen, Japan Dividend Ex-Date
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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