Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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When Merger Arb Plays Big: Hutchinson Technology & TDK
When Japanese companies make a bid for US firms, lights start flashing on merger arb desks, because Japanese firms are usually the most reliable...
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