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Xiaomi Corp (1810 HK)
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Analysis
Information Technology
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China
Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software, set-top boxes, and related accessories. Xiaomi markets its products worldwide.
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bullish
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Thematic (Sector/Industry)
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17 May 2024 10:26
[Blue Lotus Daily]:1810 HK/ZK US/NIO US/TSLA US/XPEV US/600104 SH/1211 HK/ LI US/LKNCY US
Xiaomi to start double-shift production of SU7, FSD12 users conversion rate low, Li Auto leads in sales in 18th week of 2024.
Blue Lotus Research Institute
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bearish
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Thematic (Sector/Industry)
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17 May 2024 07:30
HK Strategy: To Sell or Not to Sell, that Is the Question
HSI surges by 19.4% nearing the 20,000 resistance, potential profit-taking names include Meituan, Tencent, Haidilao, and ENN Energy due to strong...
Osbert Tang, CFA
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325 Views
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bullish
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Samsung Electronics
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16 May 2024 05:01
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Syndicated
Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.
US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...
Tech Supply Chain Tracker
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221 Views
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bullish
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Thematic (Sector/Industry)
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15 May 2024 16:01
[Blue Lotus Daily]:9926 HK/1801HK/ BGNE/9995HK/ZLAB/NIO/LI/1211HK/BEKE/1810HK/3888HK/981HK/MSFT/INTC
US Biosecure Act extends Chinese collaboration until 2032, BeiGene and Zai Lab exceed Q1 expectations with BRUKINSA and Efgartigimod.
Blue Lotus Research Institute
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bullish
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Li Auto
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14 May 2024 18:05
Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
Janaghan Jeyakumar, CFA
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311 Views
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