July 6, 2025 09:00 PM GMT Asia Sustainability | Asia Pacific Are Asset Owners Staying the Course? Amid uncertainty against the sustainability landscape, we believe asset owners - top of the investment value chain - are staying the course. We highlight 3 reasons why we are optimistic. M 1) Asian asset owners continue allocations on sustainability: Since 2024, several asset owners in the region have publicly announced the allocation of at least US $5.4bn in sustainability mandates to asset managers. Beyond sp ...

7 July 2025 | 7:34AM HKT Exhibit 1: Huaqin revenue by products 14% 24% 36% 41% 45% - 50,000 100,000 150,000 200,000 250,000 300,000 350,000 2022 2023 2024 2025E 2026E 2027E 2028E Smartphones PCs Smart wearables AI servers General servers Switch Others Blended revenues to grow at +29% CAGR in 2024-28E Rmb m Huaqin Technology (603296.SS): AI servers and Switch in expansion; Data center to up to 51% of revenues by 2028E; Buy (on CL) We initiated Huaqin at Buy in April (report link); the stock is on the APAC Co ...

7 July 2025 | 7:45AM HKT GC Tech: Longcheer (603341.SS): Mgmt positive on AI PC and AI/AR glasses growth opportunities; expanding overseas business/capacity We attended Longcheer's (603341.SS, Not Covered) investor day and visited factories in HuiZhou recently. Longcheer is one of the leading smartphone/PC ODMs, expanding into AI/ AR glasses, automotive and other business. Overall, management is positive on the rising AI PC penetration rate and targets to penetrate more global-tier brand clients. Mgmt. also ...

4 July 2025 | 3:42PM CST Greater China Technology BT substrate pricing hike in 3Q driven by raising material cost; raise TP for all substrate players Most BT substrate prices increased by 5%-20% in early 3Q, driven mainly by the tightness of the key raw material T-glass (leadtime now is 15-20 weeks+ from 3-6 weeks normally, and the price went up by 10-20% if not LTA pricing in 2Q25) and the hike in gold pricing (spot price from ~US$2,700 per ounce in early 2025 to US$3,300 per ounce now; Exhibit 2) while T- ...

7 July 2025 | 9:02AM HKT GC Tech: Lens Tech (300433.SZ): Mgmt. Call takeaways: Foldable phones bring new opportunities; Vehicle glass drives diversification We talked to Lens Tech (300433.SZ, Not Covered) management recently. Management remains positive on foldable phones end market demand on the back of differentiation, new use cases, and technology getting more ready to bring solid user experience to end consumers. Foldable phones would also drive the company's opportunities in components, from glass cove ...

SAN DIEGO, July 7, 2025 /PRNewswire/ -- The Shareholders Foundation, Inc. announces that a lawsuit is pending for certain investors in Apple Inc. (NASDAQ: AAPL) shares.Investors who purchased in excess of $250,000 in shares of Apple Inc. (NASDAQ: AAPL) between June 10, 2024 and June 9, 2025, have certain options and there are short and strict deadlines running. Deadline: August 19, 2025. NASDAQ: AAPL investors should contact the Shareholders Foundation at [email protected] or call +1(858) 779 - 1554.On June ...

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Allegro MicroSystems, Inc. (ALGM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Allegro MicroSystems, Inc. is one of 607 companies in the ...

White House trade advisor Peter Navarro chastised Apple CEO Tim Cook on Monday over the company's response to pressure from the Trump administration to make more of its products outside of China."Going back to the first Trump term, Tim Cook has continually asked for more time in order to move his factories out of China," Navarro said in an interview on CNBC's "Squawk on the Street." "I mean it's the longest-running soap opera in Silicon Valley."CNBC has reached out to Apple for comment on Navarro's criticis ...

当地时间7日，苹果公司就欧盟因其违反《数字市场法》而处以的5亿欧元(5.86亿美元)罚款提起上诉。 (央视新闻) ...

LOS ANGELES, July 7, 2025 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Apple Inc. ("Apple" or "the Company") (NASDAQ: AAPL) for violations of securities laws.Shareholders who purchased the Company's securities between June 10, 2024, and June 9, 2025, inclusive (the "Class Period"), are encouraged to contact the firm before August 19, 2025.CASE DETAILS: The Complaint alleges that the Company issued false and misleading statements to the public. Apple provided investor ...