CHINA'S BATTERY SECTOR OUTLOOK: You're Either Positive or Negative!
China dominates the global battery market. Its manufacturers are expanding production into international markets. Players like CATL support global...
1.3k Views
HK Short Interest Weekly: CSPC Pharma, HSBC, Wuxi Apptec, China Mobile
We analyzed the latest HK SFC report for aggregate short position as of Sep 26th and highlight short interest changes in CSPC Pharma, HSBC, Wuxi...
354 Views
Sovereign AI. National Strategic Imperative, FOMO Or Both?
In general AI infrastructure, the US is outspending China six to one in 2025. Could one be spending too much and the other spending too little?...
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BUY/SELL/HOLD: Hong Kong Market Update (October 5)
Materials, Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating since Alibaba...
521 Views
HS TECH Index Earning Revision (Sep): Kuaishou, HORIZON ROBOTICS, JD.COM, BIDU, MEITUAN, BYD
We analyzed HS TECH's consensus for Sep 2025 and highlighted changes of EPS in Kuaishou, HORIZON ROBOTICS, JD.COM, BIDU, MEITUAN, BYD,...
768 Views