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2 months ago | 
arxiv.org | Ziyue Zhu |Zhenxin Zhu |KaiXin Xiong |Ming Lu
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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:...
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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...
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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.
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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...
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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...
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Oct 14, 2024 | 
smartkarma.com | Nicolas Baratte |Sudarshan Bhandari |Michael Allen |Ming Lu
In today’s briefing:How Big Is the AI Accelerator Market?
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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.
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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.
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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?
