Horizon Robotics (9660 HK) IPO: The Bear Case
The bear case rests on high related parties' revenue, customer concentration risk, pricing pressure, uncertain path to profitability, high cash...
738 Views
Horizon Robotics (9660 HK) IPO: The Bull Case
The bull case rests on a large TAM, a blue-chip customer base, a robust backlog, a core business in good health, a high gross margin, and a strong...
477 Views
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
457 Views
Hang Seng Internet & IT Index Rebalance: Three Changes & A Few Surprises
There are 3 changes for the HSIII in Sep. Estimated one-way turnover at the rebalance is 3.4% resulting in a round-trip trade of HK$2.04bn...
394 Views
WeRide (WRD US) IPO: The Bear Case
The bear case rests on a volatile revenue profile, high customer concentration risk, widening losses that raise doubts on the path to...
250 Views