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Xiaomi Corp (1810 HK)
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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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bearish
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Samsung SDI
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06 May 2024 14:26
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Syndicated
Tech Supply Chain Tracker (06-May-2024): Samsung SDI boosts investment despite weak 1Q24.
Samsung SDI remains confident in future growth, UnaBiz makes big strides in energy efficiency for devices, and questions arise over China's...
Tech Supply Chain Tracker
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230 Views
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bullish
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Thematic (Sector/Industry)
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06 May 2024 07:30
HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
Osbert Tang, CFA
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404 Views
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bullish
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Quantitative Analysis
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03 May 2024 10:52
Hong Kong Buybacks Weekly (May 3rd): Meituan, Hang Seng Bank, Swire Pacific
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Meituan (3690 HK),...
Ke Yan, CFA, FRM
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330 Views
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bullish
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Cross Asset Strategy
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03 May 2024 09:24
Hong Kong: The Glass Is Half Full, Time to BUY Beta
Hang Seng Tech companies are re-rating from historic low bear market valuations. Hang Seng Tech Index (HSTECH) broke short term resistance on the...
David Mudd
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1.6k Views
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bullish
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Macroeconomics
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03 May 2024 07:34
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Syndicated
Market Thinking May 2024
Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no...
Mark Tinker
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160 Views
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