China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free
JD/ AAPL/ 1810.HK: Apple launches new iPhones in China;LI/NIO:Huawei AITO New M7 was launched today;Meituan/Ctrip.com/Atour: Thailand announced to...
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China TMT Update-700.HK/3690/2352.CH/DADA/APPL/UBI/NTES-"SYNCED"/Douyin Expands Food Delivery
Tencent's new game "SYNCED" has yielded mediocre results. 3690.HK/002352.SH/DADA: Douyin expands food delivery service; APPL/UBI.PA/CCOEY/HK700...
717 Views
Taiwan Tech Weekly: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs
ARM IPO prices at high end of range, is backed by TSMC, Apple, Nvidia, Samsung, Intel. Apple is likely accelerating plans to shift its supply chain...
322 Views
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
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The Weekly Market Monitor – Valuation Woes and Currency Moves
Apple erasing USD 200 billion in market cap on marginally negative news confirms (US) Equities are priced for perfection.
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