Asia Ex-Japan Funds: Extreme stocks
In this report, Steven Holden screens for stocks at the extreme ends of their positioning or momentum ranges. He synthesises current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within Copley’s coverage. Stocks highlighted include Phoenix Mills and SK Hynix (High Positioning, Positive Momentum); AIA Group and Shenzhen Inovance Technology Co. (High Positioning, Negative Momentum); PT Avia Avian and Wuxi Biologics (Low Positioning, Negative Momentum); New Oriental Education & Technology Group and Shinhan Financial Group (Low Positioning, Positive Momentum).
Edition: 192
- 09 August, 2024