HK Short Interest Weekly: Lenovo, Baba, Meituan, Tencent, Kb Laminates, Zj Innolight
We analyzed the latest HK SFC report for aggregate short position as of Oct 2nd and highlight short interest changes in Lenovo, Baba, Meituan,...
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CXMT’s $8.6B Memory Clock: GigaDevice, Korea and China’s Fourth DRAM Bet
​Investors eye China's CXMT as it emerges in the memory market, facing competition from Korea's advanced-memory industry, all while GigaDevice got...
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This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 Launches; Kimi Targets a Pre-IPO After K3 Release
This week in AI: Opus 5 neared Fable 5 at half the price, Kimi targeted a USD 50bn pre-IPO round, Qwen3.8 launched, and China weighed AI controls.
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Tencent/Netease: One Game for NetEase as July Approvals Hit New High
NPPA released its July 2026 domestic game approval batch, the largest of the year. Netease secured one game approved. We also discuss sector...
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Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
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