Fortior Tech A/H Listing - Fast but Volatile Growth and Margins
Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, aims to raise around US$250m in its H-share listing. In this note, we...
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China ETFs: Inflows Continue to Support the Market
Money continues to flow into mainland China ETFs with the total inflows since 18 July over US$25bn. This has likely helped stabilise the market and...
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BaTeLab (2149 HK) - Potential EDA Restrictions Not to Impede Growth
EDA is instrumental in semi design, in which overseas vendors currently command 70% of the market share in China, per Reuters.
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CES China Semiconductor Chips Index Rebalance: Multiple Index Inclusions for the Adds
There are 3 changes for the index in December. Couple of the adds have multiple index inclusions and more potential inclusions to come over the...
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CES China Semiconductor Chips Index Rebalance Preview: Three Changes in December
There could be 3 changes in Dec with passives needing to trade 0.-0.3x ADV in the stocks. SMIC will be capped at 10% of the index weight. Some...
536 Views