Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN</li>
<li>Selecting comparable items, we looked at landed costs, transit times, returns</li>
<li>SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?</li>
</ul>


We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN
Selecting comparable items, we looked at landed costs, transit times, returns
SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?


SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

<ul>
<li>On December 8th, GUC reached its daily limit at the closing price, but the company did not consistently demonstrate an agreeable attitude.</li>
<li>The "AI" is an explicit knowledge for today, while GUC is a company of project based. </li>
<li>GUC's monthly revenue decreased by 22.15% YoY in November 2023.</li>
</ul>


On December 8th, GUC reached its daily limit at the closing price, but the company did not consistently demonstrate an agreeable attitude.
The "AI" is an explicit knowledge for today, while GUC is a company of project based. 
GUC's monthly revenue decreased by 22.15% YoY in November 2023.


GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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.

Robosense Technology / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shenzhen-robosense-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:39903:1" rel="noopener">Robosense Technology (ROBO HK)</a> (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.</li>
<li>As of Mar 23, it had earned design wins for mass production of LiDAR for 52 vehicles with 21OEMs and Tier 1 suppliers, ranking No. 1 globally, according to CIC.</li>
<li>We looked at its past performance in our earlier notes. In this note, we talk about its PHIP updates.</li>
</ul>



Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.
As of Mar 23, it had earned design wins for mass production of LiDAR for 52 vehicles with 21OEMs and Tier 1 suppliers, ranking No. 1 globally, according to CIC.
We looked at its past performance in our earlier notes. In this note, we talk about its PHIP updates.


Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to ~11% in 2024.</li><li>Major secular trends such as mobile commerce (m-commerce) and buy now, pay later (BNPL) should help drive the market forward.</li><li>Digital advertising is expected to grow 9% to $719 billion, with a potential major boost from the fast- growing free ad-supported streaming television (FAST) as major players such as Netflix, Amazon, and Google introduced new content and services to draw increased consumer adoption.</li></ul>

After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to ~11% in 2024.Major secular trends such as mobile commerce (m-commerce) and buy now, pay later (BNPL) should help drive the market forward.Digital advertising is expected to grow 9% to $719 billion, with a potential major boost from the fast- growing free ad-supported streaming television (FAST) as major players such as Netflix, Amazon, and Google introduced new content and services to draw increased consumer adoption.

Five Trends in Technology for 2024 - Outlook for Key Markets in Tech

Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Black Friday is the busiest shopping day of the year. Cyber Monday comes second. This year BFCM set a record of USD 38 billion across 200+ million shoppers.</li>
<li>Buy Now, Pay Later drove USD 940m in online spending on Cyber Monday, up a staggering 42.5% YoY. Online Sales via smartphone set a fresh record of 59%.  </li>
<li>In a year, where good news for the main street is unwelcome news for the wall street, record shattering holiday shopping numbers comes amid a buoyant stock market.</li>
</ul>


Black Friday is the busiest shopping day of the year. Cyber Monday comes second. This year BFCM set a record of USD 38 billion across 200+ million shoppers.
Buy Now, Pay Later drove USD 940m in online spending on Cyber Monday, up a staggering 42.5% YoY. Online Sales via smartphone set a fresh record of 59%.  
In a year, where good news for the main street is unwelcome news for the wall street, record shattering holiday shopping numbers comes amid a buoyant stock market.


US Consumers Remain Resilient While Setting Record Sales During Black Friday and Cyber Monday

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Amazon.com Inc (AMZN US)

SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...

Tracking Traffic

GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?

GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....

Patrick Liao

Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant

Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.

Sumeet Singh

Five Trends in Technology for 2024 - Outlook for Key Markets in Tech

After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to...

Water Tower Research

US Consumers Remain Resilient While Setting Record Sales During Black Friday and Cyber Monday

The CFA Institute published an insightful analysis of US Consumers, The Paper mentions: slower income growth, rising inequality, and demographic...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...

Tracking Traffic

GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?

​GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....

Patrick Liao

Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant

Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.

Sumeet Singh

Five Trends in Technology for 2024 - Outlook for Key Markets in Tech

After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to...

Water Tower Research

US Consumers Remain Resilient While Setting Record Sales During Black Friday and Cyber Monday

The CFA Institute published an insightful analysis of US Consumers, The Paper mentions: slower income growth, rising inequality, and demographic...

Mint Finance

GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....