Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Apple Inc. supplier Foxconn Technology Group is trying all means including higher pay to lure runaway workers back to its Zhengzhou factory</li><li>Starting Nov. 1, Foxconn’s Zhengzhou factory offered an allowance of 400 yuan ($55) a day to any workers showing up for work this month, up from the regular attendance allowance of 100 yuan</li><li>It’s not clear how many workers left the factory, but online photos showed hundreds of workers waiting to board buses to their hometowns.</li></ul>

Apple Inc. supplier Foxconn Technology Group is trying all means including higher pay to lure runaway workers back to its Zhengzhou factoryStarting Nov. 1, Foxconn’s Zhengzhou factory offered an allowance of 400 yuan ($55) a day to any workers showing up for work this month, up from the regular attendance allowance of 100 yuanIt’s not clear how many workers left the factory, but online photos showed hundreds of workers waiting to board buses to their hometowns.

Foxconn Offers Cash and Rides to Lure Back Runaway Workers

Cross Asset Strategy

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Crimes / Cover Story: The evolution of crime in China. 
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Seoul / Chinese nationals among scores dead in Seoul crush. 
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Personnel / Rising Communist Party star Yin Yong named acting mayor of Beijing. .
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Crimes / Cover Story: The evolution of crime in China. 


Seoul / Chinese nationals among scores dead in Seoul crush. 


Personnel / Rising Communist Party star Yin Yong named acting mayor of Beijing. .



CX Daily: The Evolution Of Crime In China

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

<ul><li>Direct to Consumer and E-commerce brands benefited massively from the demand during the pandemic but have struggled in recent months due to the recent slump in demand.</li><li>Furthermore, Privacy focused changes instituted by both Apple and Google have led to poor conversion rates and soaring customer acquisition costs whiles also lowering conversion rates.</li><li>System1, which went public through a SPAC, aims to solve all these issues by matching high-intent customers with advertisers at scales, effectively sidestepping the recent changes.</li></ul>

Direct to Consumer and E-commerce brands benefited massively from the demand during the pandemic but have struggled in recent months due to the recent slump in demand.Furthermore, Privacy focused changes instituted by both Apple and Google have led to poor conversion rates and soaring customer acquisition costs whiles also lowering conversion rates.System1, which went public through a SPAC, aims to solve all these issues by matching high-intent customers with advertisers at scales, effectively sidestepping the recent changes.

Stock Picking & Investing, BluSuit

BluSuit

Stock Picking & Investing

Financial markets, high growth & innovative business coverage, macro economics, trading strategy and market insight

<ul><li>Listening to sentiment alone would lead investors to believe we are 50% down on the S&amp;P 500 and we have another 50% to go.</li><li>But, this simply is not true. When benchmarking the markets recent price action by sector, this bear market, on a technical basis, has the hall marks of every market bottom since 2000.</li><li>Recollecting Howard Marks book, “Mastering the Market Cycle”, there was a particular part that was of importance.</li></ul>

Listening to sentiment alone would lead investors to believe we are 50% down on the S&amp;P 500 and we have another 50% to go.But, this simply is not true. When benchmarking the markets recent price action by sector, this bear market, on a technical basis, has the hall marks of every market bottom since 2000.Recollecting Howard Marks book, “Mastering the Market Cycle”, there was a particular part that was of importance.

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Apple unveiled four iPhone 14 models (14/14 Plus, 14 Pro/Pro Max), featuring better cameras, new satellite feature, dynamic island and always-on display, and also launched three Apple Watch (8, Ultra SE2) and new AirPods Pro.</li><li>We believe most spec upgrade is in-line with expectations, but no price hike is the major surprise given surging inflation and supply chain challenges.</li><li>For supply chain, given limited spec upgrade and Android demand weakness, we prefer names with high sales exposure to iPhone and share gainers with YoY growth, such as Luxshare for iPhone/Watch/AirPods OEM, Goertek for share gain in Watch/ AirPods, and FIT Hon Teng/Tongda for iPhone shipment upside.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Apple unveiled four iPhone 14 models (14/14 Plus, 14 Pro/Pro Max), featuring better cameras, new satellite feature, dynamic island and always-on display, and also launched three Apple Watch (8, Ultra SE2) and new AirPods Pro.We believe most spec upgrade is in-line with expectations, but no price hike is the major surprise given surging inflation and supply chain challenges.For supply chain, given limited spec upgrade and Android demand weakness, we prefer names with high sales exposure to iPhone and share gainers with YoY growth, such as Luxshare for iPhone/Watch/AirPods OEM, Goertek for share gain in Watch/ AirPods, and FIT Hon Teng/Tongda for iPhone shipment upside.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Technology Sector - Apple Launch Event

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Foxconn Offers Cash and Rides to Lure Back Runaway Workers

Apple Inc. supplier Foxconn Technology Group is trying all means including higher pay to lure runaway workers back to its Zhengzhou factory

Caixin Global

CX Daily: The Evolution Of Crime In China

Crimes / Cover Story: The evolution of crime in China. Seoul / Chinese nationals among scores dead in Seoul crush. Personnel / Rising Communist...

Caixin Global

Advertisement Apocalypse

Direct to Consumer and E-commerce brands benefited massively from the demand during the pandemic but have struggled in recent months due to the...

subSPAC

We are Not Crashing, It's Just Volatile

When benchmarking the markets recent price action by sector, this bear market, on a technical basis, has the hall marks of every market bottom...

BluSuit

China Technology Sector - Apple Launch Event

Apple unveiled four iPhone 14 models (14/14 Plus, 14 Pro/Pro Max), featuring better cameras, new satellite feature, dynamic island and always-on...

CMB International

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