Primer: Suzhou Tfc Optical Communi-A (300394 CH) - Sep 2025
Suzhou TFC Optical Communication is a key beneficiary of the explosive growth in data center construction and AI infrastructure, evidenced by...
38 Views
ChiNext/​​​ChiNext50 Index Rebalance Preview: Time for a Turnaround
There could be 9 changes for the Chinext and 5 changes for the Chinext50 index in Dec. The adds have drifted lower vs the deletes and there could...
699 Views
Quiddity Primer for CSI 300/500 Index Rebalance Events
We evaluated the performance of 1205+ unique past Index rebalance cases (ADDs and DELs) involving the CSI 300 index and CSI 500 index from December...
1.1k Views
Semiconductors - Optical transceivers – sustained AI-driven outperformance ahead
2025 has proven a standout year for optical transceiver suppliers with high AIexposures, with key suppliers posting stellar revenue growth and...
218 Views
Sticking With China; Bullish Outlook Intact. Buys in Consumer Discretionary, Materials, and Tech
Still Bullish. China (Shanghai Composite) has been a major focus ever since our July 3 Int'l Compass titled "China and Japan Breaking Out." It...
469 Views