reports
- Gigi Cheuk
- Joyce Chu
- Kate Luang
Karrie International (1050 HK): Nvidia’s Recommended Vendor
We visited Karrie’s Dongguan factory. The company holds an about 10% share in the global server chassis market, and was recently included in Nvidia’s approved vendor list and recommended vendor list for server chassis and rack components. It is working towards delivering prototypes for Nvidia’s next-generation products in 4Q25. While no contracts have been confirmed at the moment, orders from Nvidia should support meaningful volume contribution and gross margin expansion for Karrie’s metal and p...
- Gigi Cheuk
- Greater China Research Team
- Joyce Chu
- Kate Luang
- Kenny Yong Hui Lim
Greater China Daily: Wednesday, October 9, 2025
Top Stories Sector Update | China Banking We take a closer look at the rapidly-growing financial investments, which now account for 21% of total banking assets. The shift in asset mix has been driven by the increasing supply of government bonds and sluggish loan demand, while bond trading income has become more prominent amid the bullish bond market. However, we expect interest rates to become more volatile going forward, posing downside risks to banks if a sharp rate reversal occurs. Maintain ...
- Benjaphol Suthwanish
- Gigi Cheuk
- Jo Yee Ng
- Jonathan Koh
- Joyce Chu
- Kate Luang
- Kenny Yong Hui Lim
- Lester Siew
- Posmarito Pakpahan
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Thursday, October 9, 2025
Greater China Sector Update | China Banking We take a closer look at the rapidly-growing financial investments, which now account for 21% of total banking assets. The shift in asset mix has been driven by the increasing supply of government bonds and sluggish loan demand, while bond trading income has become more prominent amid the bullish bond market. However, we expect interest rates to become more volatile going forward, posing downside risks to banks if a sharp rate reversal occurs. Maintain...
A director sold 12,808,000 shares at 1.050HKD and
A director at Karrie International Holdings sold 12,808,000 shares at 1.050HKD and the significance rating of the trade was 67/100. 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 l...
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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