Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK) has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
232 Views
Primer: Amer Sports (AS US) - Feb 2026
Amer Sports is a global leader in the sporting goods market, boasting a strong portfolio of iconic brands including Arc'teryx, Salomon, and...
196 Views
Upgrading Consumer Discretionary (XLY) To Overweight; 5700-5785 SPX Gap Support Holding as Expected
Upgrading Consumer Discretionary $XLY to Overweight; 5700-5785 $SPX Gap Support Holding as we expected/discussed last week. 4.7-4.8% on 10y...
454 Views
CX Daily: China’s Dwindling AI Chip Stockpile Leaves Little Room for Sora Copycats
Sora / In Depth: China’s dwindling AI chip stockpile leaves little room for Sora copycats Corruption /: China targets ‘political swindlers’ in...
148 Views
Outlook: To Recover, With the Support at 1,600/1,580 Points and the Resistance at 1,650/1,666 Points
KTX expects the SET to recover, with the resistance at 1,650/1,666 points and the support at 1,600/1,580 points. We maintain our SET Index target...
88 Views