HK Short Interest Weekly: CATL, Alibaba, CMB, Xiaomi, Wuxi Apptec, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Apr 30th and highlight short interest changes in CATL, Alibaba, CMB,...
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MiniMax-W: Index Events Reassessed
We analyze Minimax's upcoming index event and reassess the possibility of its HSI entry. HS TECH and HSCI enter in June; HSI is deferred until the...
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Shifting Market Frontiers: Asian Century (Asian Century Across Industries - Part 4)
Asia will remain the key driver for consumer industries, however the region’s significance varies by industry. Consumer electronics and personal...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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