Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Fujitsu launches GenAI platform for advanced AI capabilities, enhancing customization options for users.</li><li>CuspAI receives US$30M funding, partners with Geoffrey Hinton to address climate change using advanced materials.</li><li>Global IC fab capacity expected to grow by 6% in 2024 and 7% in 2025, with Taiwan playing a key role in AI innovation.</li></ul>

Fujitsu launches GenAI platform for advanced AI capabilities, enhancing customization options for users.CuspAI receives US$30M funding, partners with Geoffrey Hinton to address climate change using advanced materials.Global IC fab capacity expected to grow by 6% in 2024 and 7% in 2025, with Taiwan playing a key role in AI innovation.

Tech Supply Chain Tracker (20-Jun-2024): Fujitsu launches new AI customization platform.

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Quantitative Analysis

<ul>
<li>SOUTHBOUND was again a net buyer, for HK$27.0bn this week, on small two-way volumes. Energy, banks, utilities, tech all saw inflows. </li>
<li>It is not clear how much of this is H/A discounts, expected dividend tax removal, KPIs for SOE CEOs to raise prices and payout ratios, or upcoming Third Plenum policy...</li>
<li>But valuations are acceptable. Flows are good. Policy changes are afoot. SOUTHBOUND may continue to see inflows - national team and otherwise.</li>
</ul>


SOUTHBOUND was again a net buyer, for HK$27.0bn this week, on small two-way volumes. Energy, banks, utilities, tech all saw inflows. 
It is not clear how much of this is H/A discounts, expected dividend tax removal, KPIs for SOE CEOs to raise prices and payout ratios, or upcoming Third Plenum policy...
But valuations are acceptable. Flows are good. Policy changes are afoot. SOUTHBOUND may continue to see inflows - national team and otherwise.


HK Connect SOUTHBOUND Flows (To 14 June 2024); Energy/Utes/Banks/Tech Bought Bigly

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jun 14th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Meituan (3690 HK), AIA (1299 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Meituan (3690 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jun 14th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Meituan (3690 HK), AIA (1299 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Meituan (3690 HK).


Hong Kong Buybacks Weekly (Jun 14th): Tencent, Meituan, Aia

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>300750 SZ: US lawmakers called to ban CATL and Gotion batteries to US.(+)</li>
<li>1211 HK/XPEV US/NIO US/1810 HK:BYD's two models equipped with DM-5 exceeded 80,000 pre-order in two weeks.(//-/-/-)</li>
<li>LI US/XPEV US/NIO US/1810 HK: /In the 23rd week of 2024, LI's electric vehicle deliveries is leading the way, but most of them have fallen back.(///////)</li>
</ul>


300750 SZ: US lawmakers called to ban CATL and Gotion batteries to US.(+)
1211 HK/XPEV US/NIO US/1810 HK:BYD's two models equipped with DM-5 exceeded 80,000 pre-order in two weeks.(//-/-/-)
LI US/XPEV US/NIO US/1810 HK: /In the 23rd week of 2024, LI's electric vehicle deliveries is leading the way, but most of them have fallen back.(///////)


[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of May 31st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Akeso, China Longyuan, Meituan, Baba, BOC.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of May 31st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Akeso, China Longyuan, Meituan, Baba, BOC.


HK Short Interest Weekly: Akeso, China Longyuan, Meituan, Baba, BOC

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.

Price Gauge
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Xiaomi Corp (1810 HK)

Tech Supply Chain Tracker (20-Jun-2024): Fujitsu launches new AI customization platform.

Fujitsu launches GenAI platform for advanced AI, CuspAI secures funding for climate change efforts, IC fab capacity to grow, Lumai boosts AI with...

Tech Supply Chain Tracker

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...

Travis Lundy

Hong Kong Buybacks Weekly (Jun 14th): Tencent, Meituan, Aia

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...

Ke Yan, CFA, FRM

[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.

Blue Lotus Research Institute

HK Short Interest Weekly: Akeso, China Longyuan, Meituan, Baba, BOC

We analyzed the latest HK SFC report for aggregate short position as of May 31st and highlight short interest changes in Akeso, China Longyuan,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (20-Jun-2024): Fujitsu launches new AI customization platform.

Fujitsu launches GenAI platform for advanced AI, CuspAI secures funding for climate change efforts, IC fab capacity to grow, Lumai boosts AI with...

Tech Supply Chain Tracker

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...

Travis Lundy

Hong Kong Buybacks Weekly (Jun 14th): Tencent, Meituan, Aia

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...

Ke Yan, CFA, FRM

[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

​US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.

Blue Lotus Research Institute

HK Short Interest Weekly: Akeso, China Longyuan, Meituan, Baba, BOC

We analyzed the latest HK SFC report for aggregate short position as of May 31st and highlight short interest changes in Akeso, China Longyuan,...

Ke Yan, CFA, FRM

US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.