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David Mudd

David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro

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Equities Cross Asset Strategy Thematic (Sector/Industry)
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19 Jul 2024 07:29

Stella International: A Beneficiary of Reshoring

Yesterday Stella gave a POSITIVE PROFIT ALERT saying that for the 6 months ending June 30 its profit would grow to $90mm from $55.2mm last year. ...

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18 Jul 2024 07:50

CHINA: Fasten Your Seat Belts! BAIDU Accelerates in the Fast Growing Robotaxi Industry.

Baidu is the leader in the Robotaxi industry in China.  The company has recently seen a rapid adaptation of its Robotaxi service in Wuhan which is...

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17 Jul 2024 13:00

Baba's Babies: They're All Grown Up!: Alibaba Health (241 HK) Temperature's Rising!

Morgan Stanley upgraded the stock to OVERWEIGHT from UNDERWEIGHT with a price target of $4.9 which is 55% higher than yesterday's close. The...

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17 Jul 2024 09:07

Technically Speaking: Breakouts & Breakdowns: HONG KONG (July 17)

Sinopec Engineering and China State Construction have entered short term corrections while CRC  has broken its downtrend in the near term.  Yum...

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15 Jul 2024 13:10

BUY/SELL/HOLD: Hong Kong Stocks Update (July 15)

Hong Kong markets continue to trade at a 25% discount to analysts year end targets.  Bud APAC, Anta Sports, Sunny Optical and Shineway RX are...

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