Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.</li><li>Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.</li><li>Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.</li></ul>

Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>XPEV US: Xpeng MONA M03 suffers large scale delivery delays (/)</li>
<li>1810 HK: Government official announces that Xiaomi has developed a 3nm smartphone SoC (+)</li>
<li>MNSO US: Toptoy Expands Stores to Southeast Asia (/ )</li>
</ul>


XPEV US: Xpeng MONA M03 suffers large scale delivery delays (/)
1810 HK: Government official announces that Xiaomi has developed a 3nm smartphone SoC (+)
MNSO US: Toptoy Expands Stores to Southeast Asia (/ )


[Blue Lotus Daily]:XPEV US/1810 HK/MNSO US/1519 HK/ZTO US/Macro News Update/Travel Market Update

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Oct 10th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Smic, Anta Sports, Cspc Pharma, Nci, Meituan, Tencent, Baba.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 10th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Smic, Anta Sports, Cspc Pharma, Nci, Meituan, Tencent, Baba.


HK Short Interest Weekly: Smic, Anta Sports, Cspc Pharma, Nci, Meituan, Tencent, Baba

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>This past week saw mainland investors trade HK$476bn of stock. Not as big as last "week" but still big. BABA buying has slowed, but net buying was still HK$24.4bn </li>
<li>The buying is starting to see a longer tail of net positive names, and properties this week saw big net buying, even before the Sunac placement which added more.</li>
<li>High-Div SOEs are seeing outflows as beta sees inflows. I expect this to continue.</li>
</ul>


This past week saw mainland investors trade HK$476bn of stock. Not as big as last "week" but still big. BABA buying has slowed, but net buying was still HK$24.4bn 
The buying is starting to see a longer tail of net positive names, and properties this week saw big net buying, even before the Sunac placement which added more.
High-Div SOEs are seeing outflows as beta sees inflows. I expect this to continue.


HK Connect SOUTHBOUND Flows (To 18 Oct 2024); Net Flows Big, Selling in Brokers, Buying in Props

<ul>
<li>Real Estate Industry Update: Press Conference of the Ministry of Housing and Urban-Rural Development: Restarting Monetized Resettlement May Drive a 3%-7% Increase in Property Transactions Value(+)</li>
<li>1585 HK/NIU US/603529 CH: Shanghai announces trade-in subsidy for electric bikes (+/+/+)</li>
<li>1211HK/1810HK/XPEVUS/NIOUS/LIUS:Electric vehicle sales surged in the 41st week of 2024, BYD,Xiaomi,andXpeng took the lead, Tesla was unexpectedly weak,and Aion did not enter the top ten for the second week (/////////)</li>
</ul>


Real Estate Industry Update: Press Conference of the Ministry of Housing and Urban-Rural Development: Restarting Monetized Resettlement May Drive a 3%-7% Increase in Property Transactions Value(+)
1585 HK/NIU US/603529 CH: Shanghai announces trade-in subsidy for electric bikes (+/+/+)
1211HK/1810HK/XPEVUS/NIOUS/LIUS:Electric vehicle sales surged in the 41st week of 2024, BYD,Xiaomi,andXpeng took the lead, Tesla was unexpectedly weak,and Aion did not enter the top ten for the second week (/////////)


[Blue Lotus Daily]:1585 HK/NIU US/603529 CH/1211HK/1810 HK/XPEV US/NIO US/LI US/Real Estate Industry

China

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

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Xiaomi (1810 HK)

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Foxconn boosts SDV for smart car growth, Intel seeks help from Samsung in foundry market competition, Nvidia partners with India on custom chip,...

Tech Supply Chain Tracker

[Blue Lotus Daily]:XPEV US/1810 HK/MNSO US/1519 HK/ZTO US/Macro News Update/Travel Market Update

XPEV US faces delivery delays, 1810 HK announces Xiaomi's 3nm smartphone SoC, MNSO US expands stores to Southeast Asia.

Blue Lotus Research Institute

HK Short Interest Weekly: Smic, Anta Sports, Cspc Pharma, Nci, Meituan, Tencent, Baba

We analyzed the latest HK SFC report for aggregate short position as of Oct 10th and highlight short interest changes in Smic, Anta Sports, Cspc...

Ke Yan, CFA, FRM

HK Connect SOUTHBOUND Flows (To 18 Oct 2024); Net Flows Big, Selling in Brokers, Buying in Props

HK Southbound Connect investors traded HK$475bn and net bough HK$24bn+ this past week, with almost every sector seeing inflows except tech. Some...

Travis Lundy

[Blue Lotus Daily]:1585 HK/NIU US/603529 CH/1211HK/1810 HK/XPEV US/NIO US/LI US/Real Estate Industry

Government initiatives like monetized resettlement and trade-in subsidies are driving growth in the real estate and electric vehicle industries,...

Blue Lotus Research Institute

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52-week Range

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Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Foxconn boosts SDV for smart car growth, Intel seeks help from Samsung in foundry market competition, Nvidia partners with India on custom chip,...

Tech Supply Chain Tracker

[Blue Lotus Daily]:XPEV US/1810 HK/MNSO US/1519 HK/ZTO US/Macro News Update/Travel Market Update

​XPEV US faces delivery delays, 1810 HK announces Xiaomi's 3nm smartphone SoC, MNSO US expands stores to Southeast Asia.

Blue Lotus Research Institute

HK Short Interest Weekly: Smic, Anta Sports, Cspc Pharma, Nci, Meituan, Tencent, Baba

We analyzed the latest HK SFC report for aggregate short position as of Oct 10th and highlight short interest changes in Smic, Anta Sports, Cspc...

Ke Yan, CFA, FRM

HK Connect SOUTHBOUND Flows (To 18 Oct 2024); Net Flows Big, Selling in Brokers, Buying in Props

HK Southbound Connect investors traded HK$475bn and net bough HK$24bn+ this past week, with almost every sector seeing inflows except tech. Some...

Travis Lundy

[Blue Lotus Daily]:1585 HK/NIU US/603529 CH/1211HK/1810 HK/XPEV US/NIO US/LI US/Real Estate Industry

​Government initiatives like monetized resettlement and trade-in subsidies are driving growth in the real estate and electric vehicle industries,...

Blue Lotus Research Institute

XPEV US faces delivery delays, 1810 HK announces Xiaomi's 3nm smartphone SoC, MNSO US expands stores to Southeast Asia.

Government initiatives like monetized resettlement and trade-in subsidies are driving growth in the real estate and electric vehicle industries,...