TSM AI orders underpin strong revenue growth; Global investors await tonight's CPI print | Daily News Recap
0610 | Dolphin Research Focus: 🐬 Macro/Industry
1. The National Bureau of Statistics released May data, showing CPI rose 1.2% YoY, while falling slightly by 0.1% MoM. Core CPI was up 1.1% YoY.Overall ...
$Lion-OCBC Sec HSTECH S(HST.SG)
Ticket: HST (SGX)
Index Tracked: Hang Seng Tech Index (30 largest HK-listed China tech companies)
Top exposures: Tencent, Alibaba, Meituan, Xiaomi, JD, NetEase, SMIC
Struct...
The AI hardware hype is in the early stages. Expect a few new multi trillion dollar companies, and even maybe replace the MAG7. Don't get levy behind!
NVDA muscles RTX Spark into the PC market; Tencent speeds WeChat AI assistant rollout | Daily News Recap
0601 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) China’s NEV market May delivery data is out, with Leapmotor, Nio, and ZEEKR posting sharp MoM gains as production and sales sentiment improves. ...
I held my Meituan position into the Q1 2026 earnings. Here is my honest take after reading through the results.
The revenue number was fine: RMB 91 billion, up 5.6% year-on-year, beating the estimate ...
The equity raises by big tech only goes to show that AI spend is going strong and they know that the first mover advantage is real. However valuations are stretched and a healthy breather will be good...
Meituan Q1: revenue RMB 91 billion, up 5.6%, above estimates at the headline. But the real story is inside Core Local Commerce: operating loss of RMB 2 billion as marketing costs jumped 51% year on ye...
The market seems to be going up but the rotation within names are quite obvious. Memory and selective chips seems to be the trend at the moment.
Already moved on from Meituan months ago, but still follow the business because the model is fascinating. Core local commerce losses hurt the thesis. Delivery infrastructure moat is real. Just not my ...
Is Meituan's core local commerce loss a Douyin problem or a deeper structural problem?? If Douyin keeps winning restaurant and local services discovery, what actually keeps Meituan's moat intact beyon...