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Cambricon Technologies Lt (688256 CH)
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32
Analysis
Information Technology
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China
Cambricon Technologies Corporation Limited develops and distributes software products. The Company produces terminal intelligent processors, cloud intelligent chips, accelerator cards, intelligent computing cluster systems, and other products. Cambricon Technologies also produces computer peripheral products.
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bearish
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4Paradigm
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14 Sep 2023 00:11
4Paradigm IPO: The Bear Case
The bear case rests on Sage Platform’s rapid slowdown, high customer concentration risk, recent gross margin pressure, FCF burn, rising cash...
Arun George
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314 Views
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bullish
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4Paradigm
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12 Sep 2023 15:59
4Paradigm IPO: The Bull Case
The bull case rests on the success in increasing key customer numbers, net dollar expansion rates, improving visibility, strong growth in...
Arun George
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370 Views
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bullish
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Western Superconducting Techno
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11 Sep 2023 07:00
CSI500 Index Rebalance Preview: ETF Inflows Lead to Performance Skew
There should be 50 changes in Dec with a big sector skew. Turnover is ~10% and 31 stocks will have 1x ADV to trade. Huge ETF inflows have led to...
Brian Freitas
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587 Views
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bullish
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Eoptolink Technology
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04 Jul 2023 05:40
CSI500 Index Rebalance Preview: Potential Adds Outperforming Potential Deletes
We see 50 changes a side for the CSI500 in Dec. The Industrials sector could take a lot of index spots from Materials as one-way turnover exceeds...
Brian Freitas
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496 Views
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bullish
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Quantitative Analysis
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04 Jun 2023 10:25
Northbound Flows (Jun 2nd): Moutai, Wuliangye, China Tourism, Ping An Insurance, Sany Heavy
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Wuliangye, China Tourism, Ping An...
Ke Yan, CFA, FRM
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345 Views
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