Black Sesame Pre-IPO - PHIP Updates - Unable to Shake off Its Loss-Making Tendencies
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we discuss Black Sesame’s...
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Tech Supply Chain Tracker (20-Jun-2024): Fujitsu launches new AI customization platform.
Fujitsu launches GenAI platform for advanced AI, CuspAI secures funding for climate change efforts, IC fab capacity to grow, Lumai boosts AI with...
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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...
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Hong Kong Buybacks Weekly (Jun 14th): Tencent, Meituan, Aia
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US
US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.
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