Primer: Luxshare Precision Industry (002475 CH) - Apr 2026
Dominant Consumer Electronics Player with Deepening Moat: Luxshare has solidified its position as a key global electronics manufacturer,...
252 Views
Dynamic Electronics (č¶ é¢ēµå) A+H Pre-IPO: Early Thoughts
Dynamic Electronics is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts...
89 Views
Luxshare (002475 CH) - Stronger Outlook in Apple Upgrade Cycle and Leoni/ODM Synergies...
We raise TP to RMB75.55 (25% upside) to reflect our more positive view on iPhone 17/ foldable cycle, stronger synergy from Leoni/ODM integration,...
505 Views
CX Daily: Whatās at Stake for the U.S. Executives on Trumpās China Trip
In Depth: Whatās at Stake for the U.S. Executives on Trumpās China Trip Koreaās AI-Fueled Stock Boom Sparks Rush by Chinese Investors Yield on...
101 Views
Orbbec (å„„ęÆäøå ) A+H Pre-IPO: Early Thoughts
Orbbec is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts on valuation.
92 Views