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bullish
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Cross Asset Strategy
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03 May 2024 09:24
Hong Kong: The Glass Is Half Full, Time to BUY Beta
Hang Seng Tech companies are re-rating from historic low bear market valuations. Hang Seng Tech Index (HSTECH) broke short term resistance on the...
David Mudd
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859 Views
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bullish
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SK Hynix
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02 May 2024 18:11
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Syndicated
Tech Supply Chain Tracker (02-May-2024): Global changes affect Taiwan-China relations; business strategies evolve.
Geopolitical shifts affect Taiwanese businesses in China, leading to strategic adjustments; CHPT anticipates increased probe card orders, SK Hynix...
Tech Supply Chain Tracker
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142 Views
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bullish
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Thematic (Sector/Industry)
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02 May 2024 16:21
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Syndicated
Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
Contrarian Cashflows
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108 Views
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bullish
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Weibo
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02 May 2024 12:20
BABA's Babies: They're All Grown Now! Weibo the Twitter of China
Weibo is trading at low valuations and it has potential synergies with its parent Alibaba. Weibo can benefit from Alibaba's social media ecosystem...
David Mudd
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150 Views
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bullish
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Daiichi Sankyo
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02 May 2024 12:00
Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but Look for a Better Entry Point
Daiichi Sankyo has increased focus on high growth oncology and entered into a potentially very lucrative deal with Merck. We like the company, we...
Avien Pillay
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