VNET Group (VNET US) - Re-Rating On: Clarity on Chips, Geopolitics, and Hyperscaler Capex
Please check the recent upgrade note we published on VNET (link below). The thesis has only become stronger post the 3Q (execution, leverage, no...
416 Views
2026 High-Conviction: VNET US - Thesis Strengthens Into 2026Â (Chips, Demand, Execution)
VNET benefits most as H200 clarity lifts chip risk and 3Q results resolve major investor concerns. We see VNET as one of the strongest 2026E calls...
279 Views
FUTU: Strong Traction Expected from Crypto Regulatory Push in HK and ASEAN
We re-iterated our bullish position on FUTU in a new note. FUTU's risk-reward is asymmetric: The combination of a structurally low valuation,...
894 Views
2026 High Conviction Idea - FUTU US - 3Q25 Beat and Bottom-Of-Range Valuation Creates Strong Upside
2026 High Conviction: FUTU US risk-reward is asymmetric: Structurally low valuation, consensus upgrades post 3Q25 and a near-term catalyst (crypto...
425 Views
Meitu Inc (1357 HK): AI a Threat? Not Really - Long-Term Compounder Driven by Dual Growth Engines
​Meitu's business model remains strong and AI image generation threat is overdone, with overseas markets and e-comm vertical being growth drivers....
480 Views