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Luxshare Precision Industry (002475 CH)
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181
Analysis
Industrials
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China
Luxshare Precision Industry Co., Ltd. researches, manufactures and sells connectors. The Company's products are widely used in computers, communication devices, consumer electronics products and automobiles.
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bullish
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Thematic (Sector/Industry)
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06 Jan 2023 07:46
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Broker
China Technology – Limited Surprise on Apple Order Cut
Apple supply chain was under pressure (Luxshare/BYDE/Sunny Optical/Cowell) yesterday following report of order cuts for AirPods, Watch and MacBooks...
CMB International
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408 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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03 Jan 2023 22:01
Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
Vincent Fernando, CFA
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409 Views
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bullish
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Quantitative Analysis
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27 Nov 2022 12:20
Northbound Flows (Nov 25th): Luzhou Lao Jiao, Yunnan New Energy Material, CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Luzhou Lao Jiao, Yunnan New Energy Material, CATL.
Ke Yan, CFA, FRM
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324 Views
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bullish
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Shenzhen Mindray Bio-Medical Electronics
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25 Nov 2022 11:45
Shanghai/Shenzhen Northbound Connect: Weekly Moves (25 November 2022)
Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.83bn, split between Shanghai...
David Blennerhassett
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421 Views
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bullish
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Thematic (Sector/Industry)
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23 Nov 2022 07:46
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Broker
CMBI Research Focus List (November Edition) – Our best high conviction stock ideas
In our last report dated 17 October, we highlighted a list of 21 long ideas.The basket (equal weighted) of these 21 stocks underperformed MSCI...
CMB International
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277 Views
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