In today’s briefing:
- Long 6920 Lasertec Corp | Short 6525 Kokusai Electric
Long 6920 Lasertec Corp | Short 6525 Kokusai Electric
- Long Lastertec after a solid set of numbers and the easing of concerns raised by the recent Scorpion Capital short sellers report.
- Short 6525 Kokusai Electric over continuing concerns over the US upcoming trade restriction announcement in September.
- This was previously seen as a dangerous short due to its high outstanding short interest, although it has now unwound to almost zero.
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