UMC 2Q25: The Recovery Is Cancelled Out by NT$ Appreciation
2Q25 showed strong performance but NT$ appreciation offset gains. 3Q25 guidance predicts slow US$-revenue growth, NT$ decline, despite operational...
265 Views
Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
326 Views
A-H Premium Weekly (Jul 11th): Central China Securities, China Energy Engineering
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Central China Securities, China Energy Engineering, Guolian...
381 Views
HS TECH Index Earning Revision (Jun): BYD, Ntes, Kuaishou, Lenovo, Li Auto, Horizonrobot, China Lit
We analyzed HS TECH's consensus for Jun 2025 and highlighted changes of EPS in BYD, Ntes, Kuaishou, Lenovo, Li Auto, Horizonrobot, China Lit, Asmpt.
426 Views
HS TECH Index Earning Revision (May): Xiaomi, Ntes, Meituan, Jd, Smic, Horizonrobot
We analyzed HS TECH's consensus for May 2025 and highlighted changes of EPS in Xiaomi, Ntes - S, Meituan, Jd - Sw, Smic, Horizonrobot, Hua Hong Semi.
599 Views