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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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Cross Asset Strategy
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29 Jan 2024 08:33
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
Steven Holden
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263 Views
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bullish
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Apple
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06 Jun 2023 07:07
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Broker
China Technology – Apple MR: Long-awaited next “iPhone moment”
We believe 2023 is set to be one of the best years in VR/AR ecosystem development as Apple’s first MR headset will set new standard for innovation.
CMB International
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350 Views
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bearish
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Quantitative Analysis
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14 Jul 2024 10:05
Northbound Flows (Jul 12th): Moutai, Yangtze Power, Ping An Insurance, Cosco Shipping, CNNP
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Yangtze Power, Ping An Insurance, Cosco...
Ke Yan, CFA, FRM
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301 Views
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bearish
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Quantitative Analysis
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07 Jul 2024 10:05
Northbound Flows (Jul 5th): 4 Weeks of Outflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week. We estimate the outflows to be USD1.8bn and highlight flows for CATL.
Ke Yan, CFA, FRM
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289 Views
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bullish
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Will Semiconductor Shan
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01 Jul 2024 21:55
Mainland Connect NORTHBOUND Flows (To 28 June 2024): BIG Consumer Name Selling Again
NORTHBOUND net selling continues. It is dominant in the consumer names. Appliances continue to see weakness. Tech is mixed. Renewables are mixed....
Travis Lundy
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213 Views
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