Novatek Seeing Soft Consumer Electronics Demand; Muted Forward Guidance; Shares Appear at Risk
Novatek's cautious outlook for future demand and all-time high share price may lead to near-term selling pressure. Limited potential for near-term...
278 Views
China Consumption Weekly (29 Apr 2024): Weird Phone Mkt, Encouraging Car and Travel Mkts
The top five smartphone producers’ market shares got closer in 1Q24. China entry and exit people increased by 305% YoY in 1Q24. Authorities...
232 Views
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
420 Views
[Blue Lotus Daily]:1810HK/LI US/LKNCY US/AAPL/TSM/1810 HK
Tesla cuts prices of all series to compete with XiaomiSU7 and LI L6.Huawei launches new flagship featuring upgrading processors.LI cuts price,...
181 Views
Horizon Robotics Pre-IPO - The Negatives - Large Part of the Growth Stems from Its JV
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
706 Views