STAR50 Index Earning Revision (Sep): Biwin Storage, RAYTRON TECHNOLOGY, APT MEDICAL, TRINA SOLAR
We analyzed STAR50's consensus for Sep 2026 and highlighted changes of EPS in Biwin Storage (688525 CH), RAYTRON TECHNOLOGY (688002 CH), APT...
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Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions
America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to...
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Semi - Global SME Investment Set to Accelerate on Tech Advancements
SME (semiconductor manufacturing equipment) is a cyclical industry. According to SEMI, the sector’s sales reached US$106bn in 2023
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Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials
Bullish reversals begun last week in $ACWI, $SPX, and $STOXX Europe 50, with each reversing topside their 4-month downtrends. Now, bullish...
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GEM Weekly (11 Mar 2022): Chinese Macro Data; Samsung Electronics, Swiggy, Naver, Yum China
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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