Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google
bullish
Semiconductor Manufacturing International Corp (SMIC)
Watchlist
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (January 25)
Equity Bottom-Up
299 Views
28 Jan 2025 05:51
HSTECH advances with good market breadth in January. SMIC is benefiting from AI advances as well as the localization trend in semi industry. Sunny Optical shares benefit from new subsidy program.
What is covered in the Full Insight:
Introduction
HSTECH Index Performance
China's Semiconductor Sector
Southbound Buying Trends
Subsidy Impact on Consumer Products
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 7-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Index Rebalance
Equity Bottom-Up
Equity Derivatives
Technical Analysis
Unpaywalled Insights
Event-Driven
Philippines
Asia Event-Driven
India
South Korea
Trending Insights
More »
Errors in Local Street's Projections for the KOSPI 200 Rebalancing
Hang Seng Indexes: ADR Depositary Holding Changes; Round-Trip Trade Is US$5.1bn; NetEase Outperforms
KOSPI200 Index Rebalance Preview: 7 Changes a Side for June
CSI300 Index Rebalance Preview: 8 Changes a Side in June; US$4.5bn Trade
Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: Last-Minute Methodology Changes; Final Expectations
Top Unpaywalled Insights
More »
The Rise of Quant Investing in Crypto w/ Truvius CEO Connor Farley | The New Barbarians #007
New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets
The Evolution of Portfolio Management: Bridging Traditional Models and Machine Learning
Fractured Markets: Economic Consequences of the 2025 Tariffs
Unmasking ‘Fake Sales’: A Hidden Challenge In Indonesia’s E-Commerce Market
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
HK Banks - China Vanke FY24 EPS Profit Alert: Loss RMB3.79 Vs Profit RMB1.03, Bank Collateral Risk
04 Feb 2025
HONG KONG ALPHA PORTFOLIO (January 2025)
03 Feb 2025
China's Risk Aversion Hurdle
30 Jan 2025
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (January 25)
28 Jan 2025
HSTECH Index. Identifying Individual Names with Greater Potential Upside
27 Jan 2025
HONG KONG ALPHA PORTFOLIO (December 2024)
02 Jan 2025
Hong Kong: The Glass Is Half Full, Time to BUY Beta
25 Apr 2024
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.2
x