Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Ne Zha 2 / In Depth: ‘Ne Zha 2’ heralds new era for Chinese animation</li><li>Xiaomi /: Xiaomi aims to take its EV sales overseas by 2027</li><li>Tariff counter: China hit back at the U.S.' 10% tariff hike that took effect Tuesday with a package of countermeasures.</li></ul>

Ne Zha 2 / In Depth: ‘Ne Zha 2’ heralds new era for Chinese animationXiaomi /: Xiaomi aims to take its EV sales overseas by 2027Tariff counter: China hit back at the U.S.' 10% tariff hike that took effect Tuesday with a package of countermeasures.

CX Daily: ‘Ne Zha 2’ Heralds New Era for Chinese Animation 

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>China smartphone market in 4Q 2024 expected to see growth, intensifying competition among top brands.</li><li>GlobalWafers remains stable despite uncertainty around US CHIPS Act funding.</li><li>Yageo surprises with Shibaura Electronics takeover bid, Foxconn proposes partnership with Nissan, Forces Mos wins patent case against Asus.</li></ul>

China smartphone market in 4Q 2024 expected to see growth, intensifying competition among top brands.GlobalWafers remains stable despite uncertainty around US CHIPS Act funding.Yageo surprises with Shibaura Electronics takeover bid, Foxconn proposes partnership with Nissan, Forces Mos wins patent case against Asus.

Tech Supply Chain Tracker (15-Feb-2025): China smartphone market, 4Q '24

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>Analysts are bullish on FEHT due to strong second half fiscal year 2024 hotel revenue per available room (RevPAR) and merger and acquisition (M&amp;A) prospects. </li><li>DBS is cautious about the long-term market gains from China's AI breakthrough, expressing skepticism about its potential impact on boosting the market. </li><li>CGSI has upgraded ISDN to 'add' and raised their target price to 35 cents, citing an industrial automation-led recovery as the reason for the upgrade.</li></ul>

Analysts are bullish on FEHT due to strong second half fiscal year 2024 hotel revenue per available room (RevPAR) and merger and acquisition (M&amp;A) prospects. DBS is cautious about the long-term market gains from China's AI breakthrough, expressing skepticism about its potential impact on boosting the market. CGSI has upgraded ISDN to 'add' and raised their target price to 35 cents, citing an industrial automation-led recovery as the reason for the upgrade.

Singapore Market Roundup (13-Feb-2025): FEHT favored for strong RevPAR and M&A in 2HFY2024.

<ul><li>Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.</li><li>Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.</li><li>SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.</li></ul>

Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.

Tech Supply Chain Tracker (07-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.

<ul><li>Honda and Nissan merger talks hit a roadblock as Nissan rejects becoming a subsidiary, stalling negotiations between the automakers.</li><li>Resistance from automakers to Apple's CarPlay 2.0 upgrades is causing challenges in integration, potentially impacting the future of in-car technology.</li><li>SoftBank ends DeepSeek usage in partnership with OpenAI, while Alphabet commends DeepSeek's progress and emphasizes AI efficiency for competitive advantage.</li></ul>

Honda and Nissan merger talks hit a roadblock as Nissan rejects becoming a subsidiary, stalling negotiations between the automakers.Resistance from automakers to Apple's CarPlay 2.0 upgrades is causing challenges in integration, potentially impacting the future of in-car technology.SoftBank ends DeepSeek usage in partnership with OpenAI, while Alphabet commends DeepSeek's progress and emphasizes AI efficiency for competitive advantage.

Tech Supply Chain Tracker (06-Feb-2025): Honda-Nissan merger talks fail as Nissan rejects subsidiary.

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)

CX Daily: ‘Ne Zha 2’ Heralds New Era for Chinese Animation

TOP STORY Ne Zha 2 / In Depth: ‘Ne Zha 2’ heralds new era for Chinese animation “Ne Zha 2” became the highest-grossing animated film of all time...

Caixin Global

Tech Supply Chain Tracker (15-Feb-2025): China smartphone market, 4Q '24

China's smartphone market is growing, GlobalWafers remains stable, quantum computing advances, Yageo bids for Shibaura Electronics, Foxconn...

Tech Supply Chain Tracker

Singapore Market Roundup (13-Feb-2025): FEHT favored for strong RevPAR and M&A in 2HFY2024.

FEHT is favored by analysts for strong hotel RevPAR, DBS is skeptical of China's AI breakthrough, and CGSI upgrades ISDN on industrial automation...

Singapore Market Roundup

Tech Supply Chain Tracker (07-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.

Top Chinese cloud platforms support DeepSeek AI as it shapes cloud intelligence landscape, while Meta and Google push smart glasses forward despite...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Feb-2025): Honda-Nissan merger talks fail as Nissan rejects subsidiary.

Honda and Nissan merger talks stall over subsidiary refusal, automakers resist Apple CarPlay 2.0, SoftBank halts DeepSeek, China smartphone...

Tech Supply Chain Tracker

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