Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Sany Heavy Industries A/H Lockup Expiry - US$800m Lockup Release
Sany Heavy Industry (6031 HK), raised around US$2bn in its H-share listing. The lockup on its cornerstone investors is set to expire soon.
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Hong Kong Single Stock Options Weekly (Mar 30 – Apr 02): Mixed Price Action Amid Soft Option Volumes
Mixed price action and improving breadth contrast with softer option volumes and easing implied volatility across Hong Kong single stocks.
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Update On 3SBio (1530 HK)'s Spin-Off and Listing of Mandi
3SBio's share price popped 12% yesterday following the release of strong FY25 numbers. But the stock is down 22% from my last note. My calcs...
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