Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Merck to establish new advanced materials center in Japan, expanding global presence in innovative materials science field.</li><li>Global smartphones market projected to see growth in 3Q 2024, suggesting sustained demand and continuous innovation in tech sector.</li><li>US government unveils quadrennial supply chain review to enhance national security and boost domestic production, with focus on semiconductor manufacturing.</li></ul>

Merck to establish new advanced materials center in Japan, expanding global presence in innovative materials science field.Global smartphones market projected to see growth in 3Q 2024, suggesting sustained demand and continuous innovation in tech sector.US government unveils quadrennial supply chain review to enhance national security and boost domestic production, with focus on semiconductor manufacturing.

Tech Supply Chain Tracker (21-Dec-2024): Merck opens new materials center in Japan.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>PPP / Cover Story: How regulation shake-up cast public-private partnerships into limbo</li><li><p>Hong Kong /In Depth: Mainlanders flood Hong Kong talent program</p></li><li><p>Ji Yue /Baidu, Geely offer limited help to stalled EV brand</p></li></ul>

PPP / Cover Story: How regulation shake-up cast public-private partnerships into limboHong Kong /In Depth: Mainlanders flood Hong Kong talent programJi Yue /Baidu, Geely offer limited help to stalled EV brand

CX Daily: How Regulation Shake-Up Cast Public-Private Partnerships Into Limbo 

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>NEV retail volume increased by 51% YoY in November and 41% YoY for first eleven months.</li>
<li>Jiyue Auto, as a car maker subsidiary of Baidu, is dismissing employees.</li>
<li>Hisense, a home appliance producer, lays off 30,000 employees of its total 110,000.</li>
</ul>


NEV retail volume increased by 51% YoY in November and 41% YoY for first eleven months.
Jiyue Auto, as a car maker subsidiary of Baidu, is dismissing employees.
Hisense, a home appliance producer, lays off 30,000 employees of its total 110,000.


China Consumption Weekly (16 Dec 2024): NEV Industry Nov., Baidu, Hisense, Boss Zhipin,

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Our bullish outlook on global equities (MSCI ACWI) remains intact with ACWI-US and the S&amp;P 500 firmly trending higher. Our recommendation since mid-October to use any pre-election pullback in..</li>
<li>... the ACWI or the SPX as an opportunity to add exposure continues to pay off, and there is not much left to do except ride the trend higher.</li>
<li>Additionally, we still see a high probability of significant upside going into year-end and the early part of 2025 -- and likely beyond</li>
</ul>


Our bullish outlook on global equities (MSCI ACWI) remains intact with ACWI-US and the S&amp;P 500 firmly trending higher. Our recommendation since mid-October to use any pre-election pullback in..
... the ACWI or the SPX as an opportunity to add exposure continues to pay off, and there is not much left to do except ride the trend higher.
Additionally, we still see a high probability of significant upside going into year-end and the early part of 2025 -- and likely beyond


Ride the Trend Higher in MSCI ACWI and S&P 500; Buy/Stay Long Global Discretionary, Services, Tech

<ul><li>Smugglers / In Depth: How China is cracking down on border trade smugglers</li><li>Pension /: China’s personal pension pilot is ready to go nationwide, sources say</li><li>EVs /: Baidu-Geely EV brand pledges to maintain deliveries as backers’ support wavers</li></ul>

Smugglers / In Depth: How China is cracking down on border trade smugglersPension /: China’s personal pension pilot is ready to go nationwide, sources sayEVs /: Baidu-Geely EV brand pledges to maintain deliveries as backers’ support wavers

CX Daily: How China is Cracking Down on Border Trade Smugglers 

Hong Kong

Geely Automobile Holdings Limited operates as a passenger vehicles manufacturing company. The Company provides passenger vehicles development, manufacturing, sales, and other services. Geely Automobile Holdings also exports passenger vehicles.

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Geely Auto (175 HK)

Tech Supply Chain Tracker (21-Dec-2024): Merck opens new materials center in Japan.

Merck to build advanced materials center in Japan, global smartphone market to grow in 3Q 2024, US gov't releases supply chain review, SK Hynix...

Tech Supply Chain Tracker

CX Daily: How Regulation Shake-Up Cast Public-Private Partnerships Into Limbo

PPP / Cover Story: How regulation shake-up cast public-private partnerships into limbo A Shenzhen-listed garden landscaping company recently...

Caixin Global

China Consumption Weekly (16 Dec 2024): NEV Industry Nov., Baidu, Hisense, Boss Zhipin,

NEV retail volume increased by 51% YoY in November. Jiyue Auto, as a subsidiary of Baidu, is dismissing employees. Hisense, a home appliance...

Ming Lu

Ride the Trend Higher in MSCI ACWI and S&P 500; Buy/Stay Long Global Discretionary, Services, Tech

Ride the Trend Higher in MSCI $ACWI and $SPX; We are still bullish as Risk-On Signals Dominate. Ideas to buy/stay long in global Discretionary,...

Vermilion Research

CX Daily: How China is Cracking Down on Border Trade Smugglers

Smugglers / In Depth: How China is cracking down on border trade smugglers “We are doing what the local government has encouraged, so why have we...

Caixin Global

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