reports
- Colin Lee
- Ejann Hiew
- Johnny Yum Chung Man
China IT Hardware: AI Development Is Further Accelerating And Benefitt...
AI infrastructure investments continue to surge, with consensus forecasts for top China/US hyperscalers growing over 10% and 20% qoq respectively. This should fuel AI server demand growth of 60% yoy by 2026. Consumer electronics remain strong, with iPhone 17 lead times far exceeding that of iPhone 16 and Android flagships set for further spec upgrades, which will support multi-year shipment growth. China’s automation and robotics markets are also recovering faster than expected, with humanoid ro...
00992 LENOVO GROUP LIMITED
002371 NAURA TECHNOLOGY GROUP CO LTD CLASS A
ASM PACIFIC TECHNOLOGY LIMITED
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
A2XN AAC TECHNOLOGIES HOLDINGS INC.
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
01478 Q TECHNOLOGY (GROUP) CO. LTD.
01810 XIAOMI CORP. CLASS B
0763 ZTE CORPORATION CLASS H
2747 ESTUN AUTOMATION
601138 FOXCONN INDUSTRIAL INTERNET CO. LTD. CLASS A
8637 HK METASURFACE TECHNOLOGIES HOLDINGS LTD (8637 HK)
- Colin Lee
- Ejann Hiew
- Johnny Yum Chung Man
NAURA Technology Group (002371 CH): Chinese WFE Champion Reaping Benef...
As China’s largest domestic WFE maker, NAURA is poised to benefit from rising localisation and market share gains in both mature and advanced fabs. Its broad product portfolio and technological edge expanded its addressable market to Rmb180b by 2025, covering 62% of China’s WFE market. Market share is projected to rise from 8% in 2024 to 16% by 2027, supported by elevated WFE capex and robust localisation trends. Initiate coverage with BUY.
- Alden Gabriel Lam
- Bella Lu Yifei
- Benyamin Mikael
- Colin Lee
- Damon Shen
- Ejann Hiew
- Jieqi Liu
- Johnny Yum Chung Man
- Jonathan Koh
- Ken Lee
- Kitpon Praipaisarnkit
- Kong Ho Meng
- Krit Tanarattananon
- Thailand Research Team
- Wei Xiang Ku
Regional Morning Meeting Notes: Tuesday, September 30, 2025
Greater China Sector Update | China Property Shanghai’s property market shows diverging trends: New home prices remain supported by a low-base effect from previous price caps and policy easing, but the secondary housing market stays weak, with falling prices, rising listings and improving rental yields. LGFVs lag in pace and quality, while project management companies stand out as beneficiaries. Maintain MARKET WEIGHT on the sector. Initiate Coverage | NAURA Technology Group (002371 CH/BUY/Rmb...
- Bella Lu Yifei
- Colin Lee
- Damon Shen
- Ejann Hiew
- Greater China Research Team
- Jieqi Liu
- Johnny Yum Chung Man
- Ken Lee
Greater China Daily: Tuesday, September 30, 2025
Top Stories Sector Update | China Property Shanghai’s property market shows diverging trends: New home prices remain supported by a low-base effect from previous price caps and policy easing, but the secondary housing market stays weak, with falling prices, rising listings and improving rental yields. LGFVs lag in pace and quality, while project management companies stand out as beneficiaries. Maintain MARKET WEIGHT on the sector. Initiate Coverage | NAURA Technology Group (002371 CH/BUY/Rmb45...
- Colin Lee
- Ejann Hiew
- Johnny Yum Chung Man
NAURA Technology Group (002371 CH): Chinese WFE champion reaping benef...
Highlights NAURA is the largest domestic WFE maker in China, and is expected to be a major beneficiary of market share wins in both mature and advanced fabs. China’s WFE spending will remain elevated with spending skewing towards local players. Initiate coverage with BUY and a target price of Rmb550.60 Analysis A top Chinese wafer fabrication equipment (WFE) manufacturer, NAURA Technology Group (NAURA) has the widest WFE portfolio among domestic rivals, spanning etching, deposition, pho...
NAURA Technology Group Co. Ltd: 1 director
A director at NAURA Technology Group Co. Ltd sold 7,300 shares at 400.000CNY and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
- MarketLine Department
Nantong Fujitsu Microelectronics Co., Ltd. - Mergers & Acquisitions (M...
Summary Marketline's Nantong Fujitsu Microelectronics Co., Ltd. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Nantong Fujitsu Microelectronics Co., Ltd. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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