The Mispricing Desk
578 notes on the gaps between what markets price and what they miss.
2026-07-23 · 2026-07 / week-4
Webcash 012030.KQ is a Korean small-cap software and financial-data company with a fresh capital-return event, but the market has not yet supplied a clean same-session quote in the accessible record. This is a Long Watch...
2026-07-23 · 2026-07 / week-4
Summary: Qualcomm’s latest filing does not describe a broken franchise. It describes a handset inventory and memory-supply trough, with Q3 guidance absorbing the damage and management expecting China QCT shipments to bot...
2026-07-22 · 2026-07 / week-4
Faraday Future Intelligent Electric FFAI is attempting to move the market’s attention from a failed luxury-EV commercialization record to an “Embodied AI” robotics strategy. The stock closed at $0.1100 on July 21, 2026, ...
2026-07-22 · 2026-07 / week-4
Summary: Singapore Shipping Corporation S19.SI is a low/mid-cap shipping and logistics company whose latest filed year showed profit attributable to owners up 44.2%, while the company was buying shares at S$0.300 on 20 J...
2026-07-22 · 2026-07 / week-4
Status: Deep Dive Trade Note, 34/40. This is research, not personalized financial advice.
2026-07-21 · 2026-07 / week-4
Scope: one long idea from the requested Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid-cap screen. Discovery used local-language searches including 台股 中小型 庫藏股 買回 註銷, 자사주 소각 저평가 코스닥, 股份回購 注銷 港股, 自己株式取得 消却 低PBR, an...
2026-07-21 · 2026-07 / week-4
Summary: MicroVision NASDAQ: MVIS traded at $0.3252 at 14:13 UTC on July 21, 2026, or 22:13 Singapore time, with an indicated market capitalization of about $100.4 million. The short case is mechanical, not technological...
2026-07-20 · 2026-07 / week-4
Pan Asia Environmental Protection Group 0556.HK is a Hong Kong small-cap environmental-equipment company whose balance sheet is mostly cash, whose board has declared a second special-dividend tranche, and whose stated 20...
2026-07-20 · 2026-07 / week-3
Scope: U.S. market long opportunity only. Research timestamp: 20 July 2026, 08:15 ICT. This is research, not personalized financial advice.
2026-07-19 · 2026-07 / week-3
Status: Watchlist / conditional short. This is not a recommendation to short without a live locate.
2026-07-19 · 2026-07 / week-3
Why this one now: the market has a rare combination of a large, explicit capital-return mandate and a profitable operating base. The company authorised up to 2,000,000 shares, 8.06% of ex-treasury shares, for up to JPY 2...
2026-07-19 · 2026-07 / week-3
Taiwan Semiconductor Manufacturing Company’s U.S.-listed ADR NYSE: TSM closed at $398.37 on July 17, 2026, 23:58 UTC, down 2.9% on the session. The decline arrived two days after a record quarter, a higher 2026 growth ou...
2026-07-19 · 2026-07 / week-3
Selected opportunity: GFA 8783 short. The surprise is profit-quality replacement plus potential share supply, not generic crypto skepticism.
2026-07-19 · 2026-07 / week-3
Run scope: Global markets only. U.S., Japan, Korea, Hong Kong, and Taiwan were excluded. The replacement lanes were Europe, Latin America, Australia, Africa, and global cross-asset markets.
2026-07-18 · 2026-07 / week-3
Scope: U.S. market short opportunities only. Research timestamp: 18 July 2026, 07:15 ICT. This is a research note, not personalized financial advice.
2026-07-18 · 2026-07 / week-3
Why this one now: Geo has two different clocks. The first is visible today: the company bought 637,500 shares in the market on 7 July at an average S$0.519 and says more buybacks are intended. The second is contractual b...
2026-07-18 · 2026-07 / week-3
Status: Publish-ready deep dive, subject to the live-data limitations stated below
2026-07-17 · 2026-07 / week-3
Scope: U.S. market short opportunities only. Research timestamp: 17 July 2026, 11:02 ICT. This is a research note, not personalized financial advice.
2026-07-17 · 2026-07 / week-3
Intesa Sanpaolo Borsa Italiana: ISP is being treated as an Italian bank with an acquisition problem. The more useful description is narrower: a profitable bank has started a large, independently executed share cancellati...
2026-07-16 · 2026-07 / week-3
Smith Micro Software Nasdaq: SMSI is a real software company with carrier and device-management products. It is also a company whose latest financing documents register potential common-equivalent supply equal to roughly...