Primer: TongFu Microelectronics (002156 CH) - Aug 2026
TongFu Microelectronics (TFME) is a leading global Outsourced Semiconductor Assembly and Test (OSAT) provider, strategically positioned to...
90 Views
BUY/SELL/HOLD: Hong Kong Stock Update (February 20)
Mainland investors are buying record amounts in HK during secular bull mkt. AAC Tech reported positive earnings surprise and Hua Hong is rapidly...
519 Views
Nvidia's China Dominance in AI Accelerator Has Serious Deficiencies
Nvidia's success in China may be short-lived due to the increasing number of failure points as model compute scales. Meanwhile, Huawei's Ascend...
521 Views
ESWIN Computing (奕斯伟计算) IPO: Analysis of Deal Terms and Valuation
We analyze ESWIN Computing's USD 318m Hong Kong IPO. We look at deal terms and track records of cornerstone investors and sponsors, as well as its...
122 Views
A-Share Margin Trading Weekly (Aug 14th): SHANGHAI GENTECH, TCL, JIANGSU HENGRUI MEDICINE, CSSC
We analyzed A-share margin trading positions report for the past week and highlighted SHANGHAI GENTECH, TCL, JIANGSU HENGRUI MEDICINE, CSSC, CMOC.
108 Views