• Research Methodologies


    • With a fundamental research approach, our primary research uncovers industry dynamics and reaches investment conclusions by utilizing our survey data, various 3rd-party data and expert feedback.


      Given our combined technology industry and BUY-side background, we constantly update our survey questions to incorporate timely industry trends and identify signs of shifts from investor consensus assumptions. We refresh our proprietary surveys four times annually, spending weeks each time in detailed follow-up conversations to put qualitative flesh on the quantitative bone. We also collect and screen various 3rd party data and apply relevant datasets for investment themes and pressing issues of covered companies.


  • Our limited-distribution technology and China Internet primary research


    • We have published subscription-based limited distribution reports in the technology and China Internet space since 2013. An annual subscription includes the quarterly reports, mid-quarter updates and real-time trading blurbs on critical market moving events.


  • Reports & Coverage                                                                                                            


    • China eCommerce: BABA, JD, VIPS, PDD

    • China Online Advertising/Video: BIDU, Tencent, WB, MOMO, IQ

    • Handset Semiconductor & Asian Hardware: QCOM, 2454.TW, SWKS, AVGO,QVRO,
      2382.HK, 1478.HK, 002456.SZ,000725.SZ, 005930.KS, 000050.SZ, 300433.SZ

    • 3D Sensing: AMS.S, LITE, HIMX

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