A/H Premium Tracker (To 21 Jun 2024): AH Premia Stabilising Lower, Can Move A Leg Lower Still
The Quiddity AH Monitor shows that while AH Premia have spent weeks "bouncing" off multi-year lows, the rebound impetus is slowing. There's room...
529 Views
Novatek (3034.TT): To Achieve a ~5% QoQ Growth in Revenue and Relatively Flat GM QoQ in 3Q24
Novatek Microelectronics Corp expected to see 5% QoQ revenue growth in 3Q24, while facing declining demand for 55nm TDDI. SMIC and HLMC can...
528 Views
[Blue Lotus Daily]:981HK/LKNCY US/BGNE US
Huawei's new supercomputing center benefits SMIC; Cotti Coffee changes formulas; AstraZeneca's results pose competition for BeiGene.
95 Views
HK Connect SOUTHBOUND Flows (To 14 June 2024); Energy/Utes/Banks/Tech Bought Bigly
HK Connect SOUTHBOUND saw HUGE net buying this past week in Energy, Banks, Tech, and Utilities. SOEs saw strong flows. May be coming in front of...
151 Views
GEMWeekly (31 May 2024): Big Fund Sets up 3rd Chinese Chip Fund; China Macro, Naver, Flipkart, SEC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
226 Views