Primer: Hua Hong Semiconductor (688347 CH) - Aug 2026
Hua Hong is a leading specialty semiconductor foundry in China, focusing on mature process nodes for high-growth sectors like automotive,...
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TechChain Insights Q&A: Inside TSMC, Intel and SMIC's Advanced-Node Pipeline - M31 (6643 TT)
Advanced-node platform demand on the rise, with sub-8nm licenses dominating 1Q26. Tier-1 US foundry engagement could be confirmed 2Q26, signaling...
363 Views
STAR50 Jun 2026 Index Rebalance: Pre-Implementation Update
STAR50 enters implementation on 15 Jun 2026. We update post-announcement stock performance and discuss implementation trades.
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STAR50 Jun 2026 Index Rebalance: Post-Announcement Positioning
STAR50 Jun 2026 post-announcement trading is live. We review individual-stock positioning across ADDs and DELETEs. The opening gap should guide...
166 Views
Quam Morning Note (26 May)
The HSI finished at 25,606, up 219 points or 0.86%, with total turnover at HKD281.3bn, recovering from the previous session’s losses and tracking...
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