TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs
Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...
344 Views
Hozon New Energy Automobile Pre-IPO - The Negatives - Remains Far from Being Profitable
Hozon New Energy Automobile is looking to raise up to US$1bn in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the...
298 Views
UK, EU Squirm As Chinese Tire Exports To The Continent Go Up
Europe is writhing under the impact of Chinese exports to the continent, with UK Trade Remedies Authorities recommending to the UK Government...
19 Views
Hozon New Energy Automobile Pre-IPO - The Positives - Has Been Ramping Up
Hozon New Energy Automobile is looking to raise up to US$1bn in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
307 Views
Selected European HoldCos and DLC: August'24 Report
Discounts to NAV of covered holdcos did not follow a clear trend during August. What seems interesting (unchanged views): Porsche SE vs. listed...
217 Views