November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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Taiwan - 2019 Short Interest Recap
Using the TWSE short data report released daily, we take a look at the short interest on Taiwan listed names for the year. For stocks with short...
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Taiwan - Shorts in UMC, Catcher, Bizlink; Covering in Walsin, AUO, Largan
Total short notional in Taiwan stocks is TWD 258,961 mm (~US$8.57 bn) as of 13 December. Over the week, the largest short positions were put on...
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TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
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