Bearish Tech Stance Still Performing, as 5G Rollout Looms
Ā āThe āPeak Smartphoneā theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
464 Views
HGTECH A+H Pre-IPO: Early Thoughts
HGTECH is seeking to raise at least USD100m through a Hong Kong A+H. This note reviews the company's business mix, industry position, financial...
135 Views
A-Share Margin Trading Weekly (May 15th): PING AN INSURANCE
We analyzed A-share margin trading positions report for the past week and highlighted PING AN INSURANCE (601318 CH), GUOTAI HAITONG SECURITIES...
131 Views
A-Share Margin Trading Weekly (May 8th): PING AN INSURANCE, Wuliangye, Kingsoft Office Software
We analyzed A-share margin trading positions report for the past week and highlighted PING AN INSURANCE, Wuliangye, Kingsoft Office Software, AECC...
203 Views
Aequitas: Suzhou TFC Optical Communication A/H Listing - Rising Sales, Steady Margins
Suzhou Tfc Optical (300394 CH) (STFC), an optical interconnect solutions provider, aims to raise around US$2bn in its H-share listing. In this...
244 Views