[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US
China industry associations warn about sourcing US chips, limited impact on ACMR from entity-list, ZTO sees 32% yoy growth in parcel delivery volume.
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The Week That Was in ASEAN@Smartkarma - MrDIY Indonesia Versus ACES, PZZA, and Singapore Post.
The past week saw insights on PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia), Aspirasi Hidup Indonesia (ACES IJ), Sarimelati Kencana PT (PZZA IJ),...
260 Views
Ares Management’s $3.7 Billion Acquisition: Shift for the U.S. And Global Index
Ares Management's $3.7B acquisition of GLP Capital’s international ops enhances its footprint and index presence, driving potential passive demand.
641 Views
Tech News: Semi Revised Up, TSMC CoWoS up 3x, Hynix Speeding up for Nvidia, Intel 18A Behind TSMC N2
Semi revised up for 2024 and 2025, with AI demand exceeding expectations. Taiwan AI Server ODM revenues continue to soar. Samsung, Hynix, TSMC...
483 Views
Goodman Group Placement - Large Shareholder Looking to Raise US$1.2bn but Discount Is Tight
CIC is looking to raise around US$1.2bn, via selling around 2.6% of its stake in Goodman Group (GMG AU) , via a block trade. In this note, we run...
482 Views