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Articles by Daniel Hellberg
Daily Brief TMT/Internet: International Business Machines, Micron Technology, Big Wave Robotics, Lalatech Holdings Co Ltd, Kakaku.com Inc, Integrated Research, Alphabet , Exlservice Holdings, IonQ , Itron Inc and more
In today’s briefing: IBM CEO: Transforming a Tech Giant, AI Bets and Quantum Computing EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era Big Wave Robotics IPO Preview Lalatech Files to List Shares in HK (Again) | See Financial and Operating Performance Through 2025 Weekly Deals Digest (10 May) – Kakaku, Atlantic Lithium, Atlas, European Lithium, Vault, Shengmu Primer: Integrated Research (IRI AU) – May 2026 Why Alphabet’s $180-$190 Billion CapEx Commitment Makes The Hold...
Daily Brief ECM: Big Wave Robotics IPO Preview and more
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Daily Brief China: Lalatech Holdings Co Ltd, Atour Lifestyle Holdings, Shanghai Junshi Biosciences and more
Atour Lifestyle Holdings is the largest upper-midscale hotel chain in China, distinguished by its unique “manachised”(managed and franchised) asset-light business model and a rapidly growing, high-margin retail segment. • The company is capitalizing on the growth of domestic tourism and a consumer shift towards lifestyle-oriented travel experiences, demonstrating exceptional financial performance with strong revenue and net income growth.
Daily Brief Equity Bottom-Up: Relative Value Opportunities in Asia-Pac and more
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Daily Brief Industrials: Atlas Arteria, Makino Milling Machine Co, J&T Global Express , Boeing Co, Daimler Truck Holding , Otis Worldwide , Csx Corp, Waste Connections , Rollins Inc, Southwest Airlines Co and more
Global Market Leader Facing Transformation: Daimler Truck is the world’s largest commercial vehicle manufacturer, possessing a strong portfolio of brands (e.g., Freightliner, Mercedes-Benz, FUSO) and a dominant market share, particularly in the North American heavy-duty segment.
Daily Brief China: J&T Global Express , Chaoju Eye Care Holdings, Central China Management, China Hanking Holdings, E-Star Commercial Management C, Shimao Services Holdings Limited, Sitoy Group Holdings, Times Neighborhood, Aoyuan Healthy Life Group, Veda
In today’s briefing: J&T Global Express Q126 Parcel Volumes | Strong Growth, but Only Outside of China Primer: Chaoju Eye Care Holdings (2219 HK) – May 2026 Primer: Central China Management (9982 HK) – May 2026 Primer: China Hanking Holdings (3788 HK) – May 2026 Primer: E-Star Commercial Management C (6668 HK) – May 2026 Primer: Shimao Services Holdings Limited (873 HK) – May 2026 Primer: Sitoy Group Holdings (1023 HK) – May 2026 Primer: Times Neighborhood (9928 HK) – May 2026 Primer: Aoyuan...
Daily Brief Equity Bottom-Up: Intra-Asia Container Carriers Wan Hai Lines and more
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Daily Brief Industrials: Citic Resources Holdings, Keyence Corp, Zelos Technology, Mtu Aero Engines Ag, FTAI Aviation , Firefly Aerospace, Airports of Thailand, O S Co Ltd, Atlas Arteria and more
In today’s briefing: Primer: Citic Resources Holdings (1205 HK) – Apr 2026 Keyence (6861 JP): Welcome Attention to the Share Price Media Reports: Alibaba-Backed Chinese ‘Robovan’ Maker Zelos Tech to Seek HK IPO, Could Raise US$600M Primer: Mtu Aero Engines Ag (MTX GR) – Apr 2026 Primer: FTAI Aviation ( FTAI US) – Apr 2026 Primer: Firefly Aerospace (FLY US) – Apr 2026 Airport of Thailand (AOT): Become a Utility Play?
Daily Brief Equity Bottom-Up: SK Hynix Q126 Earnings Call Transcript and more
Kratos is uniquely positioned as a ‘disruptive prime’ contractor, capitalizing on the paradigm shift in U.S. military strategy from high-cost, single-use platforms towards ‘attritable mass’—large quantities of low-cost, autonomous, and expendable systems.
Daily Brief China: Hang Seng Index, Air China Ltd (H), Shanghai Xizhi Technology (Lightelligence) and more
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Daily Brief China: Orient Overseas International, Piotech and more
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Daily Brief China: Victory Giant Technology -A, Perfect Optronics, Suplay, Air China Ltd (H), Cathay Media and Education Group, West China Cement, Simcere Pharmaceutical Group, AviChina Industry & Technology H and more
Dual-Pillar Strategy Drives Growth Amidst Industry Headwinds: Cathay Media and Education Group‘s unique business model, combining a stable and growing higher education segment with a more volatile but high-potential TV and film production arm, provides a diversified revenue stream. The education business has demonstrated resilience and growth through increased tuition fees and student enrollment, offsetting challenges in the entertainment sector.
Daily Brief Industrials: ZTO Express Cayman , Old Dominion Freight Line, Uber Technologies and more
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Daily Brief Equity Bottom-Up: Alibaba (9988.HK and more
In today’s briefing: Alibaba (9988.HK, BABA): Not as Bad as It Looks, Neither Top Line and Nor Bottom Line Primer: Pia Corp (4337 JP) – Mar 2026 ZTO Express Q425 Results | Margins Declined Again | Focus No Longer On Growth, Just Capital Returns Boston Scientific: Is Its Dominance In Pulsed Field Ablation About To Extend Even Further? Ecolab’s Next Big Leap: How CoolIT Could Change Everything! Embecta’s Owen Mumford Deal: A Small Acquisition With Massive Upside?
Daily Brief ECM: Madison Air Solutions (MAIR): Peeking at the IPO Prospectus of a Climate-Control Technology Company and more
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Daily Brief ECM: Didi Q425 Results | China Biz Hums and more
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Daily Brief Industrials: ROHM Co Ltd, Full Truck Alliance and more
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Daily Brief China: Dongfeng Motor, Full Truck Alliance and more
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Daily Brief China: Dongfeng Motor, JD Logistics , Suzhou Dongshan Precision A and more
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Daily Brief Equity Bottom-Up: Asics (7936) | Keeping Pace and more
In today’s briefing: Asics (7936) | Keeping Pace SAP (SAP GR): Toward a New Reinvention?
Daily Brief Consumer: Toyota Motor, Trip.com, Aptiv PLC, Harim Co Ltd, Kids Star, Topbuild Corp, Diamond Estates Wines & Spirit, Cosmos Pharmaceutical and more | Smartkarma
In today’s briefing: Aequitas: Toyota Motors Cross-Shareholding – Possible US$19bn Unwind, Might Not Be Soon Trip.com Q425 Results | Strong Top-Line Growth, But Margin Compression Continues | AVOID Aptiv Plc (NYSE: APTV) To Spin-Off EDS on April 1; SOTP Valuation Indicates Upside Primer: Harim Co Ltd (136480 KS) – Feb 2026 (25 Feb 2026) Kids Star(248A JP) — Fisco Company Research TopBuild’s M&A Blitz: What Johnson Roofing Adds To The Growth Story! DWS: Strong Q3 Financials & Bullish Outlook...
Daily Brief Industrials: China Conch Venture Holdings, Uber Technologies , Fluor Corp, Franklin Electric Co, Herc Holdings , MetaReal, Nanofilm, Orient Overseas International, Reclaims Global Limited and more | Smartkarma
In today’s briefing: Conch Venture (586 HK): Increasing Stake by the Parent Uber Technologies Inc. – February 20, 2026 Fluor Corporation: Power, LNG, Data Centers—A New Growth Engine Is Taking Shape! Franklin Electric: Strong Energy and Water Demand Is Back — Now Comes the Margin and Pricing Test! Herc Rentals Inc.: Can Integration, Fleet Strategy, and Mega Projects Sustain Momentum Into 2026?
Daily Brief Equity Bottom-Up: Nvidia: All Good. Consensus Will Keep Revising Up and more
In today’s briefing: Nvidia: All Good.
Daily Brief China: GigaDevice Semiconductor, Trip.com, China Conch Venture Holdings, The United Laboratories International Holdings Limited, Anhui Huaheng Biotechnology, Orient Overseas International and more | Smartkarma
Vertically Integrated Leader with Strong Growth: The United Laboratories is a leading pharmaceutical company in China with a vertically integrated model spanning from intermediates and Active Pharmaceutical Ingredients (APIs) to finished products. The company has demonstrated robust growth, particularly in net income and earnings per share, driven by its leadership in antibiotics and a rapidly expanding biopharmaceuticals portfolio, most notably in insulin.
Daily Brief Industrials: Keyence Corp, CK Hutchison Holdings, Guangxi Yuchai Marine and Genset Power Co Ltd, AP Moeller - Maersk A/S and more
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Daily Brief Industrials: Makino Milling Machine Co, SBS Transit Ltd, Cainiao Smart Logistics Network, New World Development, Chudenko Corp, Eaton Corp Plc, Ns Tool Co Ltd and more | Smartkarma
In today’s briefing: Makino Milling Machine (6135 JP): Twin Headwinds as Chinese and US Approvals Secured SBS Transit (SBUS SP | BUY | TP:S$3.92): Bussing for Dividends Alibaba’s CaiNiao Takes Stake in Robovan Maker ZelosTech | Who Is ZelosTech, Why Does Deal Matter?
Daily Brief ECM: Aequitas ECM Weekly (2 February 2026)- Eastroc and more
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Daily Brief Consumer: Vedan International Holdings, Toyota Industries, Suzuki Motor, QV Equities Ltd, Sagami Rubber Industries Co, Singapore Airlines and more | Smartkarma
QV Equities Ltd was a Listed Investment Company (LIC) that offered investors a professionally managed portfolio of Australian equities with a focus on quality and value companies outside of the S&P/ASX 20 Index. • The company was characterized by its consistent payment of fully franked dividends and management by the well-regarded investment firm, Investors Mutual Limited (IML).
Daily Brief Singapore: Mirxes Holding, Singapore Airlines and more
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Daily Brief Industrials: S.F. Holding, EquipmentShare.com, GMexico Transportes SAB de CV, Grupo Aeroportuario Cen-Adr, Grupo Aeroportuario Sur-Adr, Grupo Carso Sab De Cv, Lbc Express Holdings, Localiza Rent A Car Sa, Mark Dynamics Indonesia Pt, Meisei Ind
In today’s briefing: Monthly Chinese Express Tracker | Q425 Volume, ASP Data Show SF Holding Strength, ZTO Struggles EquipmentShare Delivers a Strong IPO Debut as Bull Signal Holds Throughout the Session Primer: GMexico Transportes SAB de CV (GMXT* MM) – Jan 2026 Primer: Grupo Aeroportuario Cen-Adr (OMAB US) – Jan 2026 Primer: Grupo Aeroportuario Sur-Adr (ASR US) – Jan 2026 Primer: Grupo Carso Sab De Cv (GCARSOA1 MM) – Jan 2026 Primer: Lbc Express Holdings (LBC PM) – Jan 2026 Primer: Localiza...
Daily Brief Equity Bottom-Up: China up Close: What Worked in 2025 and What's Likely to Work Now and more
In today’s briefing: China up Close: What Worked in 2025 and What’s Likely to Work Now Primer: Hong Leong Capital (HLG MK) – Jan 2026 Monthly Chinese Express Tracker | Q425 Volume, ASP Data Show SF Holding Strength, ZTO Struggles Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety- January 2026 Deep-Dive: E Ink (8069 TT) Primer: Chocoladefabriken Lindt & Sprungli (LISN SW) – Jan 2026 Primer: Mayora Indah (MYOR IJ) – Jan 2026 Primer: Nestle (NESN SW) – Jan 2026 Primer:...
Daily Brief Industrials: Maruwn Corp, CK Hutchison Holdings, Eaton Corp Plc, AP Moeller - Maersk A/S and more
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Daily Brief Equity Bottom-Up: Kimly & Oriental Food Update and more
In today’s briefing: Kimly & Oriental Food Update Eaton Eyes $5B Vehicle Unit Exit In Bold CEO Shake-Up! Ford Just Recalled 117,000 Cars. Investors Yawned. Here’s Why. Littelfuse Doubles Down On Power Infrastructure With Basler Deal; What Lies Ahead? BigBear.ai Just Snagged CargoSeer—Here’s Why It Could Reshape U.S. Trade Security Forever! Smithfield Foods Wants Nathan’s Famous—Is This the Start of a Meat Empire?
Daily Brief Industrials: Hino Motors Ltd, Cosco Shipping Development, Ijm Corp Bhd, S.F. Holding, IDEC Corp and more
IDEC is a global manufacturer of industrial automation and control products, with a strong market position in Japan, particularly in human-machine interface (HMI) and safety components. The company holds a dominant share in specific niche products like 3-position enabling switches. Recent financial performance has been challenged, with declining revenue and significantly compressed net income and margins over the past three fiscal years.
Daily Brief Equity Bottom-Up: Japan Morning Connection: Micron Breakout Keeps Mood for Memory Names Buoyant and more
In today’s briefing: Japan Morning Connection: Micron Breakout Keeps Mood for Memory Names Buoyant Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (19 Jan 2026) SF Hldg and J&T Announce New Cross-Shareholding | Good Strategic Fit | Losers Are BABA, DHL, Flash WuXi XDC (2268 HK) To Acquire BioDlink (1875 HK) – A Done Deal; A New ADC Overlord Will Emerge Taiwan Tech Weekly: US-Taiwan Trade Deal Cognitive Warfare; HonPrecision Listing; TSMC Upgrades Iron Ore Hanging In 105 USD/Ton:...
Daily Brief China: MiniMax Group, Tencent, Cosco Shipping Development, S.F. Holding, WuXi XDC Cayman , Alibaba and more
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Daily Brief Equity Bottom-Up: Trip.com Subject of Antitrust Investigation | Potentially Faces Large Fine or Forced Change to Model and more
In today’s briefing: Trip.com Subject of Antitrust Investigation | Potentially Faces Large Fine or Forced Change to Model Coterra Energy Nears Mega-Merger With Devon—Wall Street Is Watching Closely! Primer: Mader Group Ltd (MAD AU) – Jan 2026 Boston Scientific Is Buying Penumbra—But the Real Story Is What Comes Next! Mission Produce Merges With Rival—Is This the Start of an Avocado Empire? Penumbra Heats Up as M&A Rumors Swirl– Is a $12B Buyout Coming?
Daily Brief China: Trip.com, Wuxi Biologics, Jiangsu Hengli Highpressure Oil Cylinder, 37 Interactive Entertainment Network Technology Group and more
Jiangsu Hengli is a dominant global supplier of hydraulic cylinders, particularly for excavators, and is capitalizing on a cyclical recovery in the construction machinery sector. The company is demonstrating strong financial performance, with a notable acceleration in profit growth driven by recovering demand and operational efficiency.
Daily Brief Consumer: Busy Ming Group, Geely Auto, Majestic Auto, Singapore Airlines, TSE Tokyo Price Index TOPIX and more
Majestic Auto has fundamentally transformed its business model, pivoting from automotive component manufacturing to a primary focus on commercial real estate leasing and facility management. This strategic shift involved monetizing non-core manufacturing assets to significantly reduce debt and reshape its balance sheet.
Daily Brief Equity Bottom-Up: Lonking (3339 HK): Another Great Year and more
Majestic Auto has fundamentally transformed its business model, pivoting from automotive component manufacturing to a primary focus on commercial real estate leasing and facility management. This strategic shift involved monetizing non-core manufacturing assets to significantly reduce debt and reshape its balance sheet.
Daily Brief Industrials: Hyosung Heavy Industries Corp, Eva Airways, Elbit Systems, Robert Half Intl, Teledyne Technologies, Thomson Reuters , Waskita Karya (Persero), Atkore Inc, Zurn Elkay Water Solutions Cor, Cbiz Inc and more | Smartkarma
In today’s briefing: Deokyang Energen Corp IPO Preview Monthly Air Cargo Tracker | Conditions Improved in November | But Improvement Could Be Short-Lived Primer: Elbit Systems (ESLT IT) – Jan 2026 Robert Half International: Matching Engines Teledyne Technologies Is Expanding Across Marine & Environmental Markets—A Diversified Growth Engine Emerges! Thomson Reuters: How CoCounsel Could Reshape Legal Workflows—Is Thomson Reuters Building the AI Assistant Leader?
Daily Brief Equity Bottom-Up: What Is Making TSMC Race Its Own Cost Curve? and more
In today’s briefing: What Is Making TSMC Race Its Own Cost Curve?
Daily Brief Equity Bottom-Up: Happy New Year: Summarising Top Ideas for 2026 and more
In today’s briefing: Happy New Year: Summarising Top Ideas for 2026 Primer: Fuji Seal International (7864 JP) – Jan 2026 Temu Faces New US Lawsuit in Arizona | Import Parcels Decline Sharply Since End of ‘de Minimis’ Arm Holdings: From Meta to Hyperscalers—How Strategic Partnerships Are Expanding Its AI Footprint! Canadian Pacific Kansas City: An Insight Into the Grain Harvest Upside Charter Communications Is Testing “Broadband Nearly Free” Bundles—Is This the Smartest Retention Weapon Yet?
Daily Brief China: PDD Holdings, MiniMax, Suzhou Ribo Life Science, OmniVision Integrated Circuits Group and more
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Daily Brief China: Shanghai Biren Technology, MiniMax, Hive Box Holdings, Water Oasis, Shenzhen Edge Medical and more
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Daily Brief ECM: Zhipu AI (Knowledge Atlas Technology) Hong Kong IPO Preview and more
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Daily Brief Industrials: ANE Cayman Inc, ATS , Griffon Corp, Kirby Corp, Schneider National Inc, Timken Co, Trinet Group, ZIM Integrated Shipping Services and more | Smartkarma
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Daily Brief Consumer: Sony Corp, Lamb Weston Holdings, Krispy Kreme , Trip.com, Conagra Foods, United Arrows, Victoria PLC, Coty Inc Cl A and more
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Daily Brief Industrials: GE Vernova T&D India, Kajaria Ceramics, Orient Overseas International, Neo Marketing, Nitto Kogyo, COPRO-HOLDINGS Co Ltd, Van Elle Holdings, Donaldson Co, GE Vernova and more | Smartkarma
In today’s briefing: The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase Kajaria Ceramics Fraud- Capex and Control Failure Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon (18 Dec 2025) Neo Marketing <4196> — Fisco Company Research Q2 Follow-Up: Nitto Kogyo Corporation (6651 JP) – December 11, 2025 Q2 Follow-Up – COPRO-HOLDINGS (7059 JP) – December 8, 2025 Van Elle Holdings PLC – Friday Take Away: 15 December 2025 Donaldson...
Daily Brief ECM: Guangdong Tianyu Pre-IPO: Expensive and Poor Track Record and more
In today’s briefing: Guangdong Tianyu Pre-IPO: Expensive and Poor Track Record Superbank Pre-IPO: Strong Partnerships With Inflection Into Profitability Didi Global Q325 Results | China Solid, But International Goes From Bad to Worse | How to Fix? Guangdong Tianyu Pre-IPO: Expensive and Poor Track Record Guangdong Tianyu Semiconductor (2223725D CH) is looking to raise up to US$224m in its upcoming Hong Kong IPO.
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