Shennan Circuit (002916 CH) - AI-Led PCB Growth with Substrate Upside Ahead
GPM improved significantly to 28.3% (0.3ppts above BBG consensus and 1.4ppts above our estimate), up from 24.8% in FY24, driven by improved product...
149 Views
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions. Intel might ramp up its 20A/18A ahead of TSMC 2nm...
684 Views
Dongshan Precision (东山精密) A+H Pre-IPO: Early Thoughts
Dongshan Precision is seeking an A+H listing. In this note, we look at the company's business, its industry context, and provide our early thought...
46 Views
Primer: Shennan Circuits (002916 CH) - Sep 2025
Shennan Circuits is a leading Chinese provider of electronic interconnect solutions, specializing in high-end printed circuit boards (PCBs),...
111 Views
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact. Actionable Themes: Communications, Manufacturing (Robotics and Batteries),...
587 Views