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Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Bidenomics / Cover Story: Thanksgiving dinner reveals price of ‘Bidenomics’</li><li><p>Trade /: China, Japan, South Korea foreign ministers agree to work on reviving leaders’ summit</p></li><li><p>Private /: China to offer private firms bigger helping hand</p></li></ul>

Bidenomics / Cover Story: Thanksgiving dinner reveals price of ‘Bidenomics’Trade /: China, Japan, South Korea foreign ministers agree to work on reviving leaders’ summitPrivate /: China to offer private firms bigger helping hand

CX Daily: Thanksgiving Dinner Reveals Price of ‘Bidenomics’ 

Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

Novatek Microelectronics Corp / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/novatek-microelectronics-corp" target="_blank" data-smartkarma-citation="entities:10904:1" rel="noopener">Novatek Microelectronics Corp (3034 TT)</a>'s outlook is expected to be slightly negative QoQ in 4Q23F. </li>
<li>The <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> iPhone 16 qualification samples of Novatek OLED DDIC is targeting to deliver by 4Q23F.</li>
<li>Novatek is increasing its wafer orders at UMC in 4Q23F.</li>
</ul>



Novatek Microelectronics Corp (3034 TT)'s outlook is expected to be slightly negative QoQ in 4Q23F. 
The Apple (AAPL US) iPhone 16 qualification samples of Novatek OLED DDIC is targeting to deliver by 4Q23F.
Novatek is increasing its wafer orders at UMC in 4Q23F.


Novatek (3034.TT): Re-Qualify IPhone OLED Display DDIC; the Downturn Might Be Ending Soon.

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>We estimate the outflows to be $5.3bn in September and consumer discretionary, and health care sectors led the inflows.</li>
<li>We highlight inflows into BYD, Bank Of Jiangsu, Wuxi Apptec and outflows from CATL, Moutai, Wuliangye.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate the outflows to be $5.3bn in September and consumer discretionary, and health care sectors led the inflows.
We highlight inflows into BYD, Bank Of Jiangsu, Wuxi Apptec and outflows from CATL, Moutai, Wuliangye.


Northbound Flows Monthly (September): $5.3bn of Outflows

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 28th.</li>
<li>We estimate the weekly inflows to be US$5,187.1 million, led by financials, consumer staples, industrials sectors, and offset by information technology.</li>
<li>We highlight flows for Moutai, CATL, East Money Information, Wuliangye, Ping An Insurance, Haitian Flavouring, LUxshare, BOE.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 28th.
We estimate the weekly inflows to be US$5,187.1 million, led by financials, consumer staples, industrials sectors, and offset by information technology.
We highlight flows for Moutai, CATL, East Money Information, Wuliangye, Ping An Insurance, Haitian Flavouring, LUxshare, BOE.


Northbound Flows (Jul 28th): $5.2bn Inflows

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 14th.</li>
<li>We estimate the weekly inflows to be US$2,869.4 million, led by consumer discretionary, consumer staples, financials sectors.</li>
<li>We highlight flows for Moutai, CATL, Wuliangye, China Yangtze Power, China Telecom, Inspur Electronic Information Industry, Tcl Technology, China Mobile, BYD, Haitian Flavouring, Wus Printed Circuit (Kunshan).</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 14th.
We estimate the weekly inflows to be US$2,869.4 million, led by consumer discretionary, consumer staples, financials sectors.
We highlight flows for Moutai, CATL, Wuliangye, China Yangtze Power, China Telecom, Inspur Electronic Information Industry, Tcl Technology, China Mobile, BYD, Haitian Flavouring, Wus Printed Circuit (Kunshan).


Northbound Flows (Jul 14th): Moutai, CATL, Wuliangye, Yangtze Power, China Telecom, Haitian

China

TCL Corporation manufactures electronic products, telecommunication products, home appliances, and electrical products.  The Company's products include televisions, mobile phones, personal computers, air-conditioners, washing machines, refrigerators, and other related products.

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TCL Corp (A) (000100 CH)

CX Daily: Thanksgiving Dinner Reveals Price of ‘Bidenomics’

Bidenomics / Cover Story: Thanksgiving dinner reveals price of ‘Bidenomics’ As Americans gathered for their Thanksgiving meal, the dinner table...

Caixin Global

Novatek (3034.TT): Re-Qualify IPhone OLED Display DDIC; the Downturn Might Be Ending Soon.

Novatek's outlook is expected to be slightly negative QoQ in 4Q23F. The Apple iPhone 16 qualification samples of Novatek OLED DDIC is targeting to...

Patrick Liao

Northbound Flows Monthly (September): $5.3bn of Outflows

We analyzed the Shanghai/Shenzhen Connect Scheme for September and highlight flows for BYD, Bank Of Jiangsu, Wuxi Apptec, CATL, Moutai and Wuliangye.

Ke Yan, CFA, FRM

Northbound Flows (Jul 28th): $5.2bn Inflows

We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for Moutai, CATL, East Money Information, Wuliangye, Ping An...

Ke Yan, CFA, FRM

Northbound Flows (Jul 14th): Moutai, CATL, Wuliangye, Yangtze Power, China Telecom, Haitian

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CATL, Wuliangye, China Yangtze Power, China...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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