[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US
​Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...
218 Views
Black Sesame IPO Trading - Lackluster Demand, Combined with Bad Timing
Black Sesame Technologies (BLACKSES HK) raised around US$133m in its Hong Kong IPO, after pricing its IPO at the low-end.
459 Views
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...
402 Views
Black Sesame IPO - Paying Up-Front for Its Monetization Potential
Black Sesame Technologies (BLACKSES HK) is looking to raise US$143m in its Hong Kong IPO. In this note, we discuss peers and share our thoughts on...
514 Views
Mediatek: AI Features Can Shorten Smartphone Replacement Cycle; New Verticals to Kick In 2H25E
​Mediatek surpasses earnings expectations in 2Q24, maintains strong revenue guidance for the mid-term and signals continued revenue strength for...
436 Views