CSI 100 Index Earning Revision (Apr): TONGWEI, GIGADEVICE SEMICONDUCTOR, Moutai
We analyzed CSI 100's consensus for Apr 2026 and highlighted changes of EPS in TONGWEI (600438 CH), GIGADEVICE SEMICONDUCTOR (603986 CH), Moutai...
221 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.5k Views
HSI May 2026 Index Review Forecast
HSI May 2026 forecast: we expect BeOne and Zijin Gold to enter, no delete, with Healthcare and EMIC still the clearest sector gaps.
518 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.7k Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
1.2k Views