Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024
China's smartphone market grows in 1Q 2024, LG competes with Samsung in OLED panels, Panasonic's battery unit receives subsidy, tech giants invest...
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HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
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HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
​HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
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Technology - Lenovo Tech World 2024: AI PC Product Launches Set to Accelerate
Lenovo hosted the “AI Tech World” event with the theme “AI for All” in Shanghai yesterday. During the event, CEO Mr. Yang highlighted 1) Lenovo’s...
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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