Weekly Market Monitor - Week 21 - Embracing the AI Boom
The AI Boom is real but also poses two big challenges for investors. Also real is the likelihood of another credit event now that bond yields are...
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Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
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Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers. WiWynn shares crashed post results despite...
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Horizon Construction Development IPO - Peer Comparison & Thoughts on Valuation
Horizon Construction Development (1887128D HK) is looking to raise US$223m in its upcoming Hong Kong IPO. In this note, we undertake a quick peer...
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Changan JVs Plan to Accelerate EV Transition as Conventional Cars Lose Position
Chongqing Changan Automobile Co. Ltd. plans to speed up the electrification of two of its joint ventures with foreign carmakers, as China’s...
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