More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction. During the period, global semi equipment and manufacturing...
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Primer: Shenzhen Goodix Technology (603160 CH) - Aug 2026
Goodix Technology is a leading integrated circuit (IC) design house specializing in human-interface and biometric authentication solutions for a...
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Orbbec (奥比ä¸ĺ…‰) 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.
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MSCI EM Index Reversing 3-Month Downtrend -- Buy. Remain Overweight India, Upgrading Poland & Greece
In our prior EM Strategy (10/2/23) we discussed that, if $EEM is above $37, we were buyers on the pullback. Support held and now EEM displays a...
494 Views
China CIS Sector – Maintain long-term positive outlook; near-term challenges persist
We expect CIS market to recover in 2H23, as mobile CIS inventory level returns to a normal level.However, challenges remain given high...
285 Views