Ming Lu Journalist Profile

Articles

Daily Brief China: Shanxi Xinghuacun Fen Wine Factory Co, Espressif Systems Shanghai , Meituan, Nexchip Semiconductor , Semiconductor Manufacturing International Corporation (SMIC), United Nova Technology , Seres Group , SHEIN, Kingsoft Corp and more | Sm

Dec 1, 2024 | smartkarma.com | Brian Freitas |Eric Chen |Janaghan Jeyakumar |Ming Lu

In today’s briefing: CSI Liquor/ Alcoholic Drink Index Rebalance: Capping to Drive Larger Flows STAR Chip Index Rebalance: 3 Changes; US$413m Round-Trip Trade Meituan (3690 HK): Embracing the Slowdown CES China Semiconductor Chips Index Rebalance: Multiple Index Inclusions for the Adds Quiddity STAR 50/100 Dec 24 Results: US$793mn Capping Outflow for SMIC; 4 Changes for STAR 100 MT/ Meituan (3690): 3Q24, Excellent Results, Still 46% Upside CSI All Share Semiconductor Index Rebalance:...
Daily Brief Equity Bottom-Up: Travelsky (696): Sleepy Giant and more

Nov 24, 2024 | smartkarma.com | Henry Soediarko |Nicolas Baratte |Ying Pan |Ming Lu

In today’s briefing: Travelsky (696): Sleepy Giant Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung Takasago Thermal Engineering (1969): Start of Multi-Year Bull [Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck, Tongcheng MT/Meituan (3690 HK) 3Q24 Earnings Preview: Upside Narrowed to 50% Nameson Holdings (1982 HK) H1...
Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more

Nov 20, 2024 | smartkarma.com | Ying Pan |Baptista Research |Ming Lu |Nicolas Baratte

In today’s briefing:[Alibaba (BABA US, BUY, TP US$120) Earnings Review]: Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push Could Supercharge Their Future!KS / Kuaishou (1024 HK): 3Q24, Ad and E-Commerce Strong, Margins ImprovedNvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function UpwardsQualcomm Investor Day: Based on Management Forecasts, Best Case 13% Operating Profit Cagr to FY29Honda Faces Profit Crunch: Rising Costs vs.
Daily Brief Equity Bottom-Up: Alibaba (BABA US): 2Q25 and more

Nov 15, 2024 | smartkarma.com | Ming Lu |Michael Fritzell |Baptista Research |Douglas Kim

In today’s briefing: Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to Benefit Top Line Anxian Yuan (922 HK) Fidelity Information Services: Inside FIS’s Strategic Moves in Core Banking – A Game-Changer for Financial Institutions! – Major Drivers Illumina Inc.: These Are The 3 Biggest Challenges In Its Path! – Major Drivers Vertex Pharmaceuticals: Its Efforts Towards Diversification with New Product Launches & Other Major Drivers Negative Trump Trade: Korean Rechargeable...
Daily Brief China: China Traditional Chinese Medicine, Cambricon Technologies Lt, JD.com Inc (ADR), China Resources Beverage, Alibaba Group Holding , Singamas Container Holdings and more | Smartkarma

Oct 20, 2024 | smartkarma.com | Xinyao Wang |Brian Freitas |Ming Lu |Osbert Tang

In today’s briefing: China Healthcare Weekly (Oct.20)-A Big Lesson from China TCM’s Deal Break, “Must Option” of Biotech SSE50 Index Rebalance Preview: Potential Inclusions Continue to Outperform; Trim into Strength JD.com (JD US): Boycotted by Male Users, Denies Run on JD Finance Pre-IPO China Resources Beverage – Due to the Pain Points, High Valuation Is Not Justified China Consumption Weekly (21 Oct 2024): Sun Art, Alibaba, Tesla, JD.com Singamas (716 HK): Positive Readthrough from CIMC...
Daily Brief Equity Bottom-Up: How Big Is the AI Accelerator Market? AMD and more

Oct 14, 2024 | smartkarma.com | Nicolas Baratte |Sudarshan Bhandari |Michael Allen |Ming Lu

In today’s briefing:How Big Is the AI Accelerator Market?
Daily Brief TMT/Internet: Intouch Holdings, Taiwan Semiconductor (TSMC), Tencent, ARM Holdings, Super Micro Computer, Hon Hai Precision Industry, Shengyi Electronics, Unifiedpost Group, Microstrategy Inc Cl A, Neos Corp and more | Smartkarma

Oct 14, 2024 | smartkarma.com | David Blennerhassett |Nicolas Baratte |Ming Lu |Baptista Research

In today’s briefing:Intouch? Or Perhaps “Out Of” TouchHow Big Is the AI Accelerator Market? AMD, Broadcom, Nvidia, SK Hynix, TSMCChina Consumption Weekly (14 Oct 2024): Tencent, Lalatech, Seres, BYD, NIO, Trip.comArm Holdings plc (ARM): The Tale Of Rising Royalty Rates & New Architecture Adoption! – Major DriversSuper Micro Shipping Over 100,000 AI GPUs Each Quarter! What It Means for InvestorsTech Supply Chain Tracker (15-Oct-2024): Foxconn doubles down on Zhengzhou investments.
A Modality-Enhanced Multi-Channel Attention Network for Multi-Modal Dialogue Summarization

Oct 10, 2024 | mdpi.com | Ming Lu |Yang Liu |Xiaoming Zhang

All articles published by MDPI are made immediately available worldwide under an open access license. No special permission is required to reuse all or part of the article published by MDPI, including figures and tables. For articles published under an open access Creative Common CC BY license, any part of the article may be reused without permission provided that the original article is clearly cited. For more information, please refer to https://www.mdpi.com/openaccess.
Inside the booming market for rare pre-owned watches

Aug 28, 2024 | luxurylondon.co.uk | Ming Lu |Zoe Gunn

More than a year has passed since Rolex announced its officially certified pre-owned watch programme – a game-changing moment that made securing that ultra-coveted steel Daytona or GMT Master-II Pepsi all the more a reality. Yet, while there are an increasing number of ways of sourcing mainstream models from the likes of Rolex, Audemars Piguet and Patek Philippe, what about rarer models from even more exclusive brands? Where do you go if, say, you are looking for a discontinued Richard Mille?
Thromboelastography in Long-term Antiplatelet Therapy for Patients Dia

Apr 3, 2024 | dovepress.com | Lei Qiu |Hua Zhu |Ming Lu |Zhi-Bo Gu

Introduction The prevalence of lower urinary tract symptoms attributed to benign prostatic hyperplasia (LUTS/BPH) is on the rise, particularly within the aging demographic.1 This cohort of patients often presents with concomitant cardiovascular diseases, necessitating ongoing antiplatelet (AP) therapy.2 Continuous administration of AP agents has demonstrated efficacy in reducing the incidence of cardiovascular events such as coronary heart disease, stroke, and venous thrombosis.3,4 However,...

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Ming Lu

Articles

Daily Brief China: Shanxi Xinghuacun Fen Wine Factory Co, Espressif Systems Shanghai , Meituan, Nexchip Semiconductor , Semiconductor Manufacturing International Corporation (SMIC), United Nova Technology , Seres Group , SHEIN, Kingsoft Corp and more | Sm

Daily Brief Equity Bottom-Up: Travelsky (696): Sleepy Giant and more

Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more

Daily Brief Equity Bottom-Up: Alibaba (BABA US): 2Q25 and more

Daily Brief China: China Traditional Chinese Medicine, Cambricon Technologies Lt, JD.com Inc (ADR), China Resources Beverage, Alibaba Group Holding , Singamas Container Holdings and more | Smartkarma

Daily Brief Equity Bottom-Up: How Big Is the AI Accelerator Market? AMD and more

Daily Brief TMT/Internet: Intouch Holdings, Taiwan Semiconductor (TSMC), Tencent, ARM Holdings, Super Micro Computer, Hon Hai Precision Industry, Shengyi Electronics, Unifiedpost Group, Microstrategy Inc Cl A, Neos Corp and more | Smartkarma

A Modality-Enhanced Multi-Channel Attention Network for Multi-Modal Dialogue Summarization

Inside the booming market for rare pre-owned watches

Thromboelastography in Long-term Antiplatelet Therapy for Patients Dia

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Emails

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