Is Samsung Electronics Cutting 2021 Capex with Its New Leadership Change?
Is Samsung Electronics cutting 2021 capital expenditure in memory due to their leadership change or is there something else to it?
363 Views
Asia Short Interest: BIG Covering in HK & Korea
There was a big drop in short interest in Hong Kong and Korea while shorts rose in Japan mainly led by ANA on the back of the offering. Shorts in...
339 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
246 Views
Disco (6146 JP): 2Q Growth Unsustainable, Shares Overbought
Disco's share price has appreciated by more than 40% since September despite declining orders and guidance for sharp declines in sales and profits...
210 Views
Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
275 Views