External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Thematic (Sector/Industry)

<ul><li>Apple unveiled new MacBook Air M3 models yesterday (5 March), claiming the device “the world’s best consumer laptop for AI”.</li><li>We believe the new device suggested a pivotal role for AI in Apple’s product roadmap in 2024.</li><li>Leveraging Apple’s proprietary M3 chip, the new laptop is built to run most optimized LLMs (and diffusion models) at edge, and enable powerful camera features, real-time speech to text, translation, text predictions, and visual understanding features. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Apple unveiled new MacBook Air M3 models yesterday (5 March), claiming the device “the world’s best consumer laptop for AI”.We believe the new device suggested a pivotal role for AI in Apple’s product roadmap in 2024.Leveraging Apple’s proprietary M3 chip, the new laptop is built to run most optimized LLMs (and diffusion models) at edge, and enable powerful camera features, real-time speech to text, translation, text predictions, and visual understanding features. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Technology - MacBook Air M3 – Apple’s entry into AI PC arena

Research from Quam Securities, Quam Securities

Quam Securities Research

Research from Quam Securities

Quam Securities

Since its inception in 1986, Quam Securities Limited (Quam Securities) has grown to become one of the few mid-tier securities brokerages in Hong Kong with global execution capabilities for both private and institutional clients. It boasts a well-established network in Greater China including Taiwan and in major world markets through the Global Alliance Partners (GAP). Quam Securities is well-positioned not only to harness and drive business within the China Tonghai International Financial Limited but also between China and the world markets.

<ul><li>According to Bloomberg, India is considering imposing restriction on low-end smartphone (ASP &lt; US$150) from China. Chinese brands dominate India and, among the top-5 players, Chinese brands combined had a market share of 65% in 6M22.</li><li>If we use 1Q22 data, which has more detailed breakdown for smaller players, Chinese brands captured 74% of the market in India.</li><li>The policy, if implemented, would hit Xiaomi (1810 HK, NR) as India was the second largest smartphone market for the company in both 2021 and 6M2022, when the company was also the market leader in India in both periods.</li></ul>

According to Bloomberg, India is considering imposing restriction on low-end smartphone (ASP &lt; US$150) from China. Chinese brands dominate India and, among the top-5 players, Chinese brands combined had a market share of 65% in 6M22.If we use 1Q22 data, which has more detailed breakdown for smaller players, Chinese brands captured 74% of the market in India.The policy, if implemented, would hit Xiaomi (1810 HK, NR) as India was the second largest smartphone market for the company in both 2021 and 6M2022, when the company was also the market leader in India in both periods.

Tactical Trade Ideas - India May Restrict Low-End Chinese Smartphones

China

Shenzhen Transsion Holdings Co., Ltd. produces and sells mobile phones. The Company provides mobile phones researching, development, designing, production, sales, after-sales services, and other services. Shenzhen Transsion Holdings markets its products worldwide.

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Shenzhen Transsion Holdings (688036 CH)

Technology - MacBook Air M3 – Apple’s entry into AI PC arena

Apple unveiled new MacBook Air M3 models yesterday (5 March), claiming the device “the world’s best consumer laptop for AI”.

CMB International

Tactical Trade Ideas - India May Restrict Low-End Chinese Smartphones

India’s Potential Restriction on Low-End Chinese Smartphones Could Hit 3-4% of Total Revenue. According to Bloomberg, India is considering imposing...

Quam Securities

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