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NAURA Technology Group (002371 CH)
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49
Analysis
Information Technology
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China
NAURA Technology Group Co., Ltd. is an integrated high-tech company, which manufactures electronics equipments and components, including IC equipments, hybrid integrated circuits and combines with R&D, sales, and services.
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bullish
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Thematic (Sector/Industry)
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20 Oct 2023 19:21
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Broker
China Technology – Implications of ASML/LAM Research 3Q23 Results
Looking ahead, both believe that memory market recovery remains slow given low UTR and on-going inventory digestion, and cycle inflection...
CMB International
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467 Views
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bullish
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Thematic (Sector/Industry)
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19 Oct 2023 09:15
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Broker
Implications of the US’s Updated Chip Restrictions to Global/Domestic SPE and GPU Companies
The US Department of Commerce announced a new set of restrictions on 17 Oct that strengthens 1) export controls on advanced chips with new...
CMB International
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286 Views
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bullish
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Thematic (Sector/Industry)
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19 Sep 2023 08:06
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Broker
China Technology: : China Demand Remains Resilient; Awaiting Upcycle After 2023 Slowdown
Major global SPE (ASML/AMAT/LAM/KLA/TEL) reported sales YoY decline in 2Q (except ASML) on fabs’ spending reduction given slow inventory digestion...
CMB International
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246 Views
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bullish
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Thematic (Sector/Industry)
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12 Apr 2023 08:13
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Broker
China Technology – Switching from AI/ChatGPT to Demand Recovery
After a strong rally driven by AI/ChatGPT theme in past three months (note in Feb), we believe most near-term positives have been priced in AI-tech...
CMB International
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252 Views
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bullish
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Thematic (Sector/Industry)
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28 Feb 2023 10:28
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Broker
China Technology – Semi Field Trip Takeaways
Based on our trip, we reaffirmed our view on a 2H23 recovery for major Chinese fabless names, and an uncertain 2023 for Chinese SPE/materials...
CMB International
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192 Views
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