China Auto: Chip Shortage Getting Worse and Might Last Longer than Expected
Unfortunately, supply chain of auto chips turned tight again in August, which might have led to weak retail sales. Although the last week data of...
314 Views
HS TECH June 2026 Rebalance: Post-Implementation Review
HSTECH June 2026 rebalance has passed the first post-implementation month. We review what worked, what did not, and how current results compare...
110 Views
MS-China Index Earning Revision (Jun): XPENG, COSCO SHIP ENGY, MEITUAN, TENCENT, PDD, GCL TECHNOLOGY
We analyzed MS-China's consensus for Jun 2026 and highlighted changes of EPS in XPENG, COSCO SHIP ENGY, MEITUAN, TENCENT, PDD, GCL TECHNOLOGY, Full...
123 Views
Pre-IPO Momenta Global (PHIP Updates) - Some Points Worth the Attention
The IPO pricing of MOMENTA is HK$295.6 per share, with market value of HK$69.6 billion or RMB60.3 billion. If based on our 2026 forecast, P/S would...
204 Views
HS TECH Index Earning Revision (Jun): LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN
We analyzed HS TECH's consensus for Jun 2026 and highlighted changes of EPS in LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN.
131 Views