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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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bearish
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Cainiao Smart Logistics Network
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29 Sep 2023 05:40
Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
Sumeet Singh
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bullish
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Cainiao Smart Logistics Network
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28 Sep 2023 05:55
Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
Sumeet Singh
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534 Views
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bearish
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Quantitative Analysis
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24 Sep 2023 10:05
HK Short Interest Weekly: Innovent Bio, Trip.Com, Nio, Baba, Zto Express, HSBC
We analyzed the latest HK SFC report for aggregate short position as of Sep 15th and highlight short interest changes in Innovent Bio, Trip.Com,...
Ke Yan, CFA, FRM
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552 Views
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bullish
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Vedanta Resources
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22 Sep 2023 14:45
Weekly Wrap - 22 Sep 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
Lucror Analytics
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443 Views
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bullish
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Thematic (Sector/Industry)
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22 Sep 2023 08:05
[Blue Lotus Hardware Sector Update]: SMIC 7nm and 5nm Sufficient for Huawei Rejuvenation
We expect Huawei’s wafer demand to reach 18k~ 7nm per month, which would have revenue gain of US$ 550mn~ per quarter to SMIC. We raise SMIC TP to...
Blue Lotus Research Institute
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993 Views
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