Taiwan: TWSE & Margin Balance at New Highs
The TWSE and margin balances are both at a new high. With geo-political concerns and COVID-19 still major factors, we would look to lower long...
421 Views
Asia Shorts: Kuaishou, JD, Geely, Alibaba, Shimizu, Kubota, ASICS, SK Inno, Hynix, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
309 Views
Yang Ming Marine (2609 TT): Cargo Shipping In First Class
Carriers have gone up A LOT. I think they can continue to go up a lot. And Yang Ming has the strongest forward growth profile out of the listed peers.
344 Views
Asia Shorts: Sharp, Cocokara, Rakuten, Park24, Doosan, HMM, Hynix, LG Chem, AUO, Yang Ming, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
316 Views
Squeeze Box: The Port Congestion Contagion
For now, we have a cargo boom, a shortage of capacity, falling inventories, as we head into the peak season, There appears minimal leeway for a...
550 Views