LongformJul 11
Short Selling Short selling, also known as Short Selling in English, is an investment strategy that is opposite to the conventional stock investment strategy. Under normal circumstances, the vast majority of investors will make profits through rising stock pri…
Ima Daily5MinJul 11
The core of the report is that the mass production progress of its CPO (co-packaged optics) fiber array (FA) business is better than expected. The company has received a product order from a customer for single-line FA, and plans to start trial production in 2…
Ima Daily5MinJul 11
The July Japanese banking industry monthly report released by Nomura Securities shows that bank stocks performed well, mainly due to the Bank of Japan’s (BOJ) monetary policy normalization expectations and profit-taking in AI-related stocks, with funds rotatin…
Ima Daily5MinJul 11
The June China retail sales report released by Goldman Sachs focuses on European car companies. The report reveals a cruel reality: the shrinkage of the internal combustion engine (ICE) market is seriously dragging down the sales of German joint ventures (such…
Ima Daily5MinJul 11
The China Economic Activity and Policy Tracking Report released by Goldman Sachs on July 10 depicts the latest economic picture through high-frequency data. The positive signal is that after a period of decline, the transaction volume of commercial housing in…
Ima Daily5MinJul 11
The June China Macro Inflation Monitoring Report released by Deutsche Bank showed that inflation momentum has paused and diverged. The CPI in June was 1.0% year-on-year, and the PPI rose to 4.1%. The core chart of the report shows that the upstream (mining, ra…
Ima Daily5MinJul 11
Goldman Sachs released a 2Q26 preview report on Samsung Biologics (207940.KS). The report pointed out that despite the impact of the strike, the company's 2Q26 earnings may remain resilient thanks to the exchange rate dividend of the Korean won's depreciation…
Ima Daily5MinJul 11
Bernstein commented on Largan (3008.TT)'s second quarter results. The core attraction is that its CPO (co-packaged optics) business is becoming real. The report pointed out that although 2Q26 revenue and gross profit margin were slightly lower than expected, i…
Ima Daily5MinJul 11
Goldman Sachs pointed out in its June China retail data report that European automakers, especially German luxury brands, are facing unprecedented pressure in China. The report shows that the market share of European luxury brands continued to decline in June.…