SICC A/H Listing - PHIP Updates and Thoughts on A/H Premium
SICC (688234 CH), a manufacturer of high-quality SiC substrates, aims to raise up to US$250m in its H-share listing. In this note, we talk about...
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CX Daily: China’s Politburo Strikes Cautious Tone on Economy
TOP STORIES Policy / China’s Politburo strikes cautious tone on economy, signals flexible policy for second half At a Wednesday Politburo meeting,...
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[Earnings Review] Arm’s AI Royalty Engine Powers Through Cloud and Edge Tailwinds
Record Q1 royalties, surging Neoverse share, and premium CSS adoption reinforce Arm’s AI platform strategy, even as the quarter missed revenue...
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Hyperscalers 2Q25: Revenue Growth Accelerates, Cloud Revenues Accelerate, Capex Higher
​Google, Meta and Microsoft will increase in 2026. Don’t look for complications, some firms have 70-100% market share: Nvidia, TSMC, SK Hynix and...
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Magnificent 7:Â Global Fund Positioning Update
Positioning in the Magnificent 7 remains near record highs, but momentum is fading as growth funds top out and value remains sidelined.
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