Novatek (3034.TT): To Achieve a ~5% QoQ Growth in Revenue and Relatively Flat GM QoQ in 3Q24
Novatek Microelectronics Corp expected to see 5% QoQ revenue growth in 3Q24, while facing declining demand for 55nm TDDI. SMIC and HLMC can...
412 Views
[Blue Lotus Daily]:981HK/LKNCY US/BGNE US
Huawei's new supercomputing center benefits SMIC; Cotti Coffee changes formulas; AstraZeneca's results pose competition for BeiGene.
90 Views
HK Connect SOUTHBOUND Flows (To 14 June 2024); Energy/Utes/Banks/Tech Bought Bigly
HK Connect SOUTHBOUND saw HUGE net buying this past week in Energy, Banks, Tech, and Utilities. SOEs saw strong flows. May be coming in front of...
143 Views
GEMWeekly (31 May 2024): Big Fund Sets up 3rd Chinese Chip Fund; China Macro, Naver, Flipkart, SEC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
215 Views
[Blue Lotus Daily]:NIO US/1810 HK/ LI US/BEKE US/981 HK/1347 HK/ACMR/9926 HK
EV sales for NIO, Xiaomi, and LI were strong in the 20th week. Shanghai is implementing policies to boost property market demand. China has...
203 Views