Soitec: 1 director

A director at Soitec bought 854 shares at 23.475EUR and the significance rating of the trade was 58/100. 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 two years clearly showing C...

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

5 Things to Know in Investing This Week - The All-Nvidia all the Time...

Daily Views on Tech Headlines | MU, SNDK, AVGO, NVDA, SIMO

For hardware, we see the "winners" in models as less important (though Google supremacy would seemingly be better for AVGO given its role in supporting the cloud giant's TPU efforts), with rather the more essential piece being continued advancement and increased use of inference (revenue generating

Thoughts on Tech Sell-Off and This Moment of Agita; Not the Time to Pa...

Wedbush Morning Call - Nov 24 2025 7:11AM

Difficult Setup, But Low Expectations

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: Lenovo, GOL

AI bubble? When you look at inventories, at least do it right…

Daily Views on Tech Headlines | SIMO, TSMC, INTC

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/21/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 21/11/2025

Soitec : ‘Temporary’ paradigm shift produces a very negative stock mar...

Soitec : Changement « temporaire » de paradigme qui fait très mal en B...

Wedbush Morning Call - Nov 21 2025 6:51AM

SC'25 and Top 500 List

Bears All Come Out of Hibernation; Another "DeepSeek Moment"...Buy AI ...

Lenovo Group (992 HK): 2QFY26: Solid Beat And Confident Guidance Weigh...

Lenovo’s 2QFY26 print is a solid beat thanks to a higher operating margin. Guidance on the IDG/ISG business was positive, with growth in 2H26/2027 set to remain at a mid-single digit to double digit % yoy. Management remains confident in maintaining relatively stable profitability amid the memory supercycle through exceptional supply chain management, ASP hikes and operating scale. Nevertheless, we are more cautious in the near term due to cost/volume concerns, and downgrade to HOLD. Lower targe...

Greater China Daily: Friday, November 21, 2025

Top Stories Sector Update | Automobile The phasing out of subsidies has hammered auto sales. PV sales fell 14% yoy, and PEV sales edged up 1-2% yoy during 1-16 Nov 25. Subsidies are likely to continue into 2026 at reduced levels. We expect PV and EV sales to grow 4.9% and over 20%, driven by exports. Tighter regulatory oversight amid rising safety concerns should benefit OEMs such as Geely and Great Wall. Maintain MARKET WEIGHT. Top BUYs: CATL and Geely. Top SELLs: BYD and Li Auto. Company Res...

Regional Morning Meeting Notes: Friday, November 21, 2025

Greater China Sector Update | Automobile The phasing out of subsidies has hammered auto sales. PV sales fell 14% yoy, and PEV sales edged up 1-2% yoy during 1-16 Nov 25. Subsidies are likely to continue into 2026 at reduced levels. We expect PV and EV sales to grow 4.9% and over 20%, driven by exports. Tighter regulatory oversight amid rising safety concerns should benefit OEMs such as Geely and Great Wall. Maintain MARKET WEIGHT. Top BUYs: CATL and Geely. Top SELLs: BYD and Li Auto. Company Re...