Commerce IT: The New Normal Has Arrived – Overweight
The launch of ultra-premium products such as Apple's iPhone Duo, together with price increases across the company's mobile-related product range,...
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Krungthai XSpring Zoom Eng. September 10, 2026
The US bond yield surged to 4.84% amid concerns over inflation and waning confidence in the US government's fiscal position. Brent crude oil...
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2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
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[Blue Lotus Daily]:ZTO/2618HK/NIU/603529CH/1585HK/MNSO/300750CH/1211HK/ZLAB/BZ/1810HK/AAPL/NIO/XPEV
ZTO US sees strong parcel volume during Double 11 sales, while Cainiao delivery integrates with JD platform in 2618 HK.
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Aequitas: Hosin Global Electronics Pre-IPO - Current Strong Earnings Growth Might Not Last
Hosin Global Electronics (HGE) is looking to raise at least US$500m in its upcoming Hong Kong IPO. In this note, we look at the company's past...
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