Selective on AI, China Strategy, MinebeaMitsumi (6479 JP), Royal Group, SingTel (ST SP)
Alētheia Capital
INVESTMENTS - IDEAS - ADVISORY - FINTECH Asia's #1 Global Independent Investment Advisory Firm
The Five at Five newsletter is published every Friday and pulls together 5 showcase notes produced over the last 7 days from across the Alētheia Capital platform.
Summer solstice edition! ??
An important update from the technology hardware team headlines this week's #FiveAtFive.
Skye Chen had become more selective amongst the #AI coverage names and provides another update with the latest data on inventory and balance sheets.
We host regular #AletheiaConnect calls with our deep bench of economists, strategists, analysts, corporates, and industry experts, and recently held a call with China strategist Vincent Chan .
Vincent shared his latest thoughts on the #PRC economy and markets and the replay link can be found here:
Back to technology hardware!
George Chang updates his forecasts for #MinebeaMitsumi (6479 JP).
George discusses the outlook for the key HDD and bearings market.
领英推荐
Next up, the Frontier Markets.
Nirgunan Tiruchelvam gives the Cambodian financial sector a once over with a focus on Royal Group's financial services segment.
Something different!
Our teams have written a lot about the growth in data centres fuelled by the investment in artificial intelligence.
Singtel (ST SP) has just announced significant data centre investments and APAC telecom supremo Chris Hoare rounds this week off with his take on this.
Please check out our company website https://www.aletheia-capital.com/ for details of the rest of all our #products, #research, #events, and more!
That's it for this week.
As ever, if you would like to follow up on any or all of the above, please do get in touch!
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