EVA Precision: Updates, Poised For a Rally
Eva Precision Industrial Holdings (838 HK) has come off its lows but still trades at an attractive 7.8x/5x PE FY22e/23e and a dividend yield of...
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HK Short Interest Weekly: China Life, Alibaba, 3SBio, JD.com
We analyzed the latest HK SFC report for aggregate short position as of Dec 30th and highlight short interest changes in China Life, Alibaba,...
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CX Daily: China’s Railway Investment Falls for a Third Straight Year
China’s railway investment falls for a third straight year. China to end quarantine for travelers from Hong Kong to the mainland
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HK Short Interest Weekly: Li Ning, Country Garden, HKEX, JD.com, Longfor
We analyzed the latest HK SFC report for aggregate short position as of Dec 23rd and highlight short interest changes in Li Ning, Country Garden,...
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Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
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