Pre-IPO SG Micro Corp (A/H Listing) - Some Points Worth the Attention
SG's IPO pricing is ≦HK$85.2, with maximum MV of HK$57.5bn (RMB49.6bn). Based on 2026 forecast, PS is 10x (higher than Novosense (7.8x) and our...
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China Keeps Its Lead in Supercomputing
This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. Â We remain bullish China and H shares outside of a...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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Focus Media: Â An Example of Why Chinese Firms Want To "Come Home"
We discussed the issues facing Chinese internet companies wanting to go through a delisting/relisting process in China Internet: Going Private...
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