Primer: Bestechnic Shanghai (688608 CH) - May 2026
Bestechnic is a high-growth, fabless semiconductor company specializing in intelligent audio and wearable SoCs, capitalizing on the expanding...
108 Views
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...
94 Views
ASR Microelectronics (翱捷科技) A+H Pre-IPO: Early Thoughts
ASR Microelectronics is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early...
106 Views
STAR50 Sep 2026 Index Rebalance: Pre-Implementation Update
STAR50 enters implementation on 14 Sep 2026. We update post-announcement stock performance and discuss implementation trades.
114 Views
STAR50 Sep 2026 Index Rebalance: Post-Announcement Positioning
CSI announced five ADDs and five DELETEs on 28 Aug 2026, effective 14 Sep 2026. We review the pre-announcement setup vs prior cycles and potential...
177 Views