Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
383 Views
Yang Ming Marine (2609 TT) Mixed Views on Future Freight Rates
We have noticed that Yang Ming’s PBR trend matches with SCFI trend. As such, we reckon that Yang Ming’s valuation may fluctuate at a high level in...
293 Views
Orient Overseas Placement - Fourth Deal This Year. Is the Largest and at the Tightest Discount.
Orient Overseas (OOIL) aims to raise around US$419m via a top-up placement. The stock has been a tear this year owing to the rising freight rates
337 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
279 Views
Taiwan Long/Short Trades: Relative Performance, Shorts & Valuations
We identify three pairs in Taiwan that are correlated, where the price ratio is trading near a high/low, valuations are supportive and short...
234 Views