StubWorld: China Conch At 2-Year Low Vs Anhui Conch
This week in StubWorld ... China Conch Venture Holdings (586 HK) has underperformed 17.8%-held Anhui Conch Cement Co Ltd A (600585 CH), with...
469 Views
WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
415 Views
Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
411 Views
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...
424 Views
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...
383 Views