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Eric Wen

As seen in: SemiAnalysis (Newsletter), The New Republic, n+1 Magazine, The Strad, Music Books Plus, Smartkarma
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Articles by Eric Wen

The Wild Wild West Of LEGO Datacenters

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By Nicolas Bontigui, Eric Wen, Jeremie Eliahou Ontiveros
| SemiAnalysis (Newsletter)
Today we dig into the world of datacenter construction, because how datacenters are built now bears little resemblance to how the industry has historically done it. Concrete walls arrive as finished panels, mechanical and electrical rooms arrive wired, and sometimes even entire data halls arrive on the back of a truck.
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By Baptista Research, Eric Wen, Michael Causton
| Smartkarma
In today’s briefing: Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud Autodesk Is Looking To Reinvent Online Sales—Can Direct Channels Unlock New Avenues For Growth? DICK’S Sporting Goods: The 6 Key Drivers Shaping Its Performance in 2025 & Beyond! Alibaba’s AI Chip Leap: A Threat To Nvidia’s China Dominance? [Xiaomi Inc.
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Daily Brief Consumer: Dick's Sporting Goods, Alibaba, Hang Seng Index, Pan Pacific International Holdings, Williams Sonoma, Tesla , Dollar General, TSE Tokyo Price Index TOPIX, Kraft Heinz Co and more | Smartkarma

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By Baptista Research, John Ley, Eric Wen, Michael Causton
| Smartkarma
In today’s briefing: DICK’S Sporting Goods: The 6 Key Drivers Shaping Its Performance in 2025 & Beyond! Alibaba’s AI Chip Leap: A Threat To Nvidia’s China Dominance? Hong Kong Single Stock Options Weekly (Sep 01–05): Option Activity Eases, Speculation In Focus [Alibaba (BABA US, BUY, TP US$181) Target Price Change]: C2Q25 Review: Who Will Rescue Meituan?
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By Sanghyun Park, Baptista Research, Sumeet Singh, Eric Wen
| Smartkarma
In today’s briefing: KRX September Sector Index Review Finalized: Passive Impact Read Autodesk Is Looking To Reinvent Online Sales—Can Direct Channels Unlock New Avenues For Growth? Urban Company IPO – Hyperlocal SME Services Increases Disintermediation Risk [Xiaomi Inc.
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Daily Brief Financials: KE Holdings , Macquarie Group, OnEMI Technology Solutions, China Jinmao Holdings and more

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By Eric Wen, Gaudenz Schneider, Hong Jie Seow, Leonard Law
| Smartkarma
In today’s briefing: [KE Holdings Inc. (BEKE US, BUY, TP US$24) TP Change]: The Old China Braces for Turbulence & Change Long Macquarie (MQG AU) Vs. Short NAB (NAB AU): A Quant-Driven Pair Trade OnEMI Technology Solutions (Kissht) Pre-IPO Tearsheet Lucror Analytics – Morning Views Asia [KE Holdings Inc. (BEKE US, BUY, TP US$24) TP Change]: The Old China Braces for Turbulence & Change Beike (BEKE) reported C2Q25 top line, non-GAA op. profit and GAAP net income (2.5%), (43%) and (3.0%) vs. our est.
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Daily Brief China: Giant Biogene, XPeng , Wynn Macau Ltd and more

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By Brian Freitas, Eric Wen, Leonard Law
| Smartkarma
In today’s briefing: Hang Seng Biotech Index Rebalance: 1 Add & 21 Deletes as Methodology Changes [XPeng Inc. (XPEV US, BUY, TP US$28) Review]: When Margin and Cash Is Right, Growth Is Secondary Lucror Analytics – Morning Views Asia Hang Seng Biotech Index Rebalance: 1 Add & 21 Deletes as Methodology Changes There is 1 add and 21 deletions for the Hang Seng Biotech Index (HSHKBIO Index) at the September rebalance.
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Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar

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By Smartkarma Research, Rahul Jain, Baptista Research, Eric Wen
| Smartkarma
In today’s briefing: Smartkarma Corporate Webinar | StarHub: Driving Growth in Singapore’s Evolving Telco Landscape Topcon (7732 JP) – KKR–JIC Take‑Private at ¥3,300/Share: Base Case Tender, Limited Bump Probability Uber Is Reinventing Its Ecosystem With High-Impact Innovation & Capital Discipline; What’s The Future Revenue Impact? Viper Energy’s $1.5 Billion Bet On Sitio Royalties: Is This The Perfect Match Or A Costly Gamble?
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By Travis Lundy, Nimish Maheshwari, SAC Capital, Eric Wen
| Smartkarma
In today’s briefing: [Quiddity Index] August Global Index Japan ADDs – Differing Peer Dynamics – Kawasaki Heavy (7012 JP) Mangal Electrical IPO: A Strong Force in Transformer and Power Solutions?
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Daily Brief Health Care: Hangzhou Kangji Medical Instrument Co., Ltd., Zai Lab Ltd, Jingze Biopharmaceutical (Hefei), Biogen Inc, Mettler Toledo International Inc, Newron Pharmaceuticals, Rani Therapeutics Holdings , Sahajanand Medical Technologies Ltd, S

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By Arun George, David Blennerhassett, Eric Wen, Ke Yan
| Smartkarma
In today’s briefing: Kangji Medical (9997 HK): Consortium’s Light Preconditional Scheme Offer Kangji Medical (9997 HK): TPG/QIA/Founder’s Offer Is No Knockout [Zai LAB (ZLAB US, BUY, TP US$40) Review]: Past Is Holding ZLAB Back but Future Is What Matters Jingze Biopharm (景泽生物) Pre-IPO: A Thin Pipeline of Biosimilars Biogen’s Alzheimer’s Breakthroughs: Could AHEAD 3-45 Redefine Early Treatment?
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Daily Brief Thematic (Sector/Industry): AUCTUS ON FRIDAY - 13/06/2025 and more

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By Auctus Advisors, Ying Pan, Eric Wen, Gregory Ramirez
| Smartkarma
In today’s briefing: AUCTUS ON FRIDAY – 13/06/2025 [Blue Lotus Daily-TMT Update]:PDD US/700 HK/1439927D CH/1024 HK/BABA US/JD US/NTES US/Gaming Sector [Blue Lotus Daily]:XPEV US/NIO US/New Energy Vehicle/Marco News European Software: Q1 2025 Takeaways – Gradual Improvement AUCTUS ON FRIDAY – 13/06/2025 Arrow Energy (AXL LN/CN)C; Target price of £0.70 per share: Share buyback programme – Arrow has announced a share buyback programme for up to £2.7 mm worth of shares, representing 5% of the...
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Daily Brief Thematic (Sector/Industry): China Prop Short Note: Turning Bullish on “lower Rates for Longer” & Improving Sector Fundamentals and more

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By Jacob Chun Cheng, Daniel Tabbush, Nimish Maheshwari, Eric Wen
| Smartkarma
In today’s briefing: China Prop Short Note: Turning Bullish on “lower Rates for Longer” & Improving Sector Fundamentals Hong Kong Banks – Weak Property Lending Weakens More, Aggressive LDR Fall, Expect Poor Profit Thematic Report: Indian Pipe Sector Turnaround Impact of Rate Cut on Indian Banking Sector: NIMs & Earnings to Contract Further Amid Slowdown Thematic Report: AI’s Productivity Gains; Quantifying Revenue Risk for Indian IT [Blue Lotus Daily]:XPEV US/NIO US/New Energy Vehicle [Blue...
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Daily Brief Equity Bottom-Up: StubWorld: DFI Exits Robinson Retail and more

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By David Blennerhassett, Ming Lu, Nicolas Baratte, Eric Wen
| Smartkarma
In today’s briefing: StubWorld: DFI Exits Robinson Retail Xiaomi (1810 HK): 1Q25, Home Appliance Up by 59% and Capacities Under Construction TSMC Wafer Price Increase ~30-40% at Each Node (N2-A16-A14), that Will Eventually Limit Demand Smartphone 2025 Shipments Revised Down, PC Revised Up (IDC). Mediatek a Tad Expensive, TSMC Cheaper. [Xiaomi Inc.
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By Smartkarma Research, Michael Allen, William Keating, Eric Wen
| Smartkarma
In today’s briefing: Smartkarma Corporate Webinar | Sasseur REIT: Unlocking Value in China’s Retail Outlet Industry CIT Saves the World from Tariffs, but Not Mazda (7261) NVIDIA Q126.
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Daily Brief Financials: First Pacific Co, Orix JREIT Inc, DLF Ltd, Atour Lifestyle Holdings, KE Holdings and more

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By David Blennerhassett, Travis Lundy, Sreemant Dudhoria, Eric Wen
| Smartkarma
In today’s briefing: StubWorld: First Pacific (142 HK) Looking Stretched ORIX JREIT (8954) Sponsor To Buy Units – Looks Minor, It’s Bigger Prices Drop, Eyes Pop: Insider Buying Update – May 2025 (Market Cap > USD 1 Billion) [Atour Lifestyle (ATAT US,BUY,TP US$37) Review]: Peer-Beating Performance Now W/ Shareholder Returns [KE Holdings (BEKE US, BUY, TP US$25) Review]: Margin Expansion and SH Return Vs. Lack of Stimulus StubWorld: First Pacific (142 HK) Looking Stretched Via 49.9%-held MPIC,...
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Daily Brief Thematic (Sector/Industry): Can India’s Equity Outperformance Last? and more

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By Nimish Maheshwari, Mark Chadwick, Oshadhi Kumarasiri, Eric Wen
| Smartkarma
In today’s briefing: Can India’s Equity Outperformance Last?
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Daily Brief Equity Bottom-Up: Fast Retailing (9983) | Japan Delivers as Tariffs Start to Impact and more

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By Mark Chadwick, Patrick Liao, Nicolas Baratte, Eric Wen
| Smartkarma
In today’s briefing: Fast Retailing (9983) | Japan Delivers as Tariffs Start to Impact TSMC (2330.TT; TSM.US): Brace Yourself for US Tariff! (II) PC 1Q25: 5% YoY Growth but Shipments Inflated Ahead of US Tariffs.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | US Stocks Rebound as Trump Hints at Tariff Flexibility and more

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By Mark Chadwick, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | US Stocks Rebound as Trump Hints at Tariff Flexibility [Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics’ Outcomes Ohayo Japan | US Stocks Rebound as Trump Hints at Tariff Flexibility US stocks climbed Friday, with the S&P 500 rising 0.1%; index snapped four-week losing streak ITOCHU plans to increase its iron ore production to 40 million tons per year by FY2030, up 1.5 times current levels Nidec will boost production...
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Daily Brief Equity Bottom-Up: [KE Holdings (BEKE US and more

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By Eric Wen, Baptista Research, Henry Soediarko, Astris Advisory Japan
| Smartkarma
In today’s briefing: [KE Holdings (BEKE US, BUY, TP US$25) Earnings Review]: Housing Inventory Resolution Drives Recovery Deckers Outdoor: Ugg’s Profit Machine and Hoka’s Expansion—What Investors Need to Know! EPAM Systems: AI, Cloud & Expansion—Is This the Next IT Powerhouse? Fortive Corporation: How Its 2025 Spin-Off Could Reshape the Business! Alphabet’s $32 Billion Bet On Wiz: A Desperate Move or a Strategic Masterstroke?
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Daily Brief Consumer: Proto Corp, Tencent Music, Vesync, Li Auto , Alliance Global Group, JAKKS Pacific and more

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By Travis Lundy, Ming Lu, Osbert Tang, Eric Wen
| Smartkarma
In today’s briefing: [Activism Japan] Proto Corp (4298 JP) – Kaname Capital Files an Injunction? Bold Strategy, Cotton… Tencent Music (TME, 1698 HK): 4Q24, Historical Margins Better than Game Time Vesync (2148 HK): What Did the FY24 Results Tell? [Li Auto Inc.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | U.S. Stocks Surge and more

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By Mark Chadwick, Osbert Tang, Andrew Jackson, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | U.S. Stocks Surge China & HK Strategy: Who Are the Victims of a US Recession?
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Friday’s Gains Mask a Week of Fragility and more

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By Mark Chadwick, Eric Wen, Andrew Jackson, Ying Pan
| Smartkarma
In today’s briefing: Ohayo Japan | Friday’s Gains Mask a Week of Fragility [Blue Lotus China New Consumer Weekly, 10/52] Smart Trump or Dumb Trump? Part II Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.
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Daily Brief Equity Bottom-Up: Alibaba’s $53 Billion Bet on an AI and Cloud Expansion Windfall and more

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By Caixin Global, Xinyao Wang, Eric Wen, Daniel Hellberg
| Smartkarma
In today’s briefing: Alibaba’s $53 Billion Bet on an AI and Cloud Expansion Windfall China Healthcare Weekly (Mar.2) – NewCo Model, Pfizer-Summit Deal, Henlius to Enter HK Stock Connect [Trip.com (TCOM US, BUY, TP US$74) Review]: Steady Domestic Supports for Venturing in Overseas Mercedes-Benz China Confirms Layoffs in a Changing and Challenging Market Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025) Alibaba’s $53 Billion Bet on an AI and...
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Daily Brief Equity Bottom-Up: The Beat Ideas: What Is Inside Jio Financial Services? and more

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By Sudarshan Bhandari, Eric Wen, Nicolas Baratte, Tina Banerjee
| Smartkarma
In today’s briefing: The Beat Ideas: What Is Inside Jio Financial Services? [Li Auto Inc. (LI US, SELL, TP US$25) Target Price Change]: Three BEV SUV Exposed Ahead of Schedule Nvidia: Jan-25 Beat, Apr-25 Beat, Blackwell Demand Is “extraordinary“, Gross Margins Will Improve Raffles Medical (RFMD SP): 2H24 Result, China Recovery, Buyback, and Dividend Raise Expectation Trip.com (TCOM) – Worth a Little More than EXPE or Much More?
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Daily Brief China: WeDoctor Holdings, Wuhan Dameng Database, Li Auto , Trip.com, Orix JREIT Inc, VISEN Pharmaceuticals and more

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By Andrei Zakharov, Janaghan Jeyakumar, Eric Wen, Gaudenz Schneider
| Smartkarma
In today’s briefing: We Doctor Holdings IPO Preview: Explosive Growth and Narrowing Losses, The Right Time for an IPO STAR 100: Quick Update to Expectations for Last-Minute Methodology Changes; Announcement Soon. [Li Auto Inc. (LI US, SELL, TP US$25) Target Price Change]: Three BEV SUV Exposed Ahead of Schedule We Doctor Holdings IPO: Some Thoughts on IPO Valuation Target Ahead of the Offering Trip.com (TCOM) – Worth a Little More than EXPE or Much More?
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Daily Brief Thematic (Sector/Industry): Japan Strategy Weekly | City Index Cashes in on Furukawa and more

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By Mark Chadwick, Eric Wen, Ying Pan, David Mudd
| Smartkarma
In today’s briefing: Japan Strategy Weekly | City Index Cashes in on Furukawa [Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY [Blue Lotus Non-US Internet Weekly, 8/52]: Is JD’s Entry to Catering Real or Just Posturing?
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By Commodities Focus, William Keating, Mark Chadwick, Eric Wen
| Smartkarma
In today’s briefing: Understanding the cattle cycle, why US beef prices are at record highs and the role of Australia … Semi WFE Revenues Increase ~7% YoY In 2024. 2025 Looks Much The Same. So, Where’s The AI Effect?
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By Mark Chadwick, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | US Stocks Slide as Jobs Report, Inflation Fears Weigh [Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY Ohayo Japan | US Stocks Slide as Jobs Report, Inflation Fears Weigh US stocks fell on Friday, with the Dow Jones Industrial Average plummeting over 400 points, due to concerns over tariffs and inflation.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | DeepSeek Sinks AI Market and more

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By Mark Chadwick, Altay Capital, Eric Wen, Andrew Jackson
| Smartkarma
In today’s briefing: Ohayo Japan | DeepSeek Sinks AI Market Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions [Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee’s Overseas Expansion Is Worth Waiting For Japan Morning Connection: US Tech Meltdown Set to Hit Japan AI/Tech Names Again HSTECH Index.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Memecoin Madness and more

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By Mark Chadwick, Andrew Jackson, Eric Wen, Sreemant Dudhoria
| Smartkarma
In today’s briefing: Ohayo Japan | Memecoin Madness Japan Activist Briefs | Hogy Medical, Sharing Tech Japan Morning Connection: Tech and SPE Set for Strong Start After Fri Rebound [Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New Monthly Sales Overview of Listed Indian Commercial Vehicle Companies Monthly Sales Overview of Listed Indian Passenger Vehicle Companies Ohayo Japan | Memecoin Madness US stocks rallied Friday, capping off a strong week as...
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Daily Brief Thematic (Sector/Industry): #86 India Insight: Microfinance Grows 7.6% and more

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By Sudarshan Bhandari, Eric Wen, Ying Pan
| Smartkarma
In today’s briefing: #86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, Zomato Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market Blue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent’s Inclusion and Exclusion from US Sanctions #86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, Zomato The microfinance sector sees 7.6% YoY growth, but quarterly loan book shrinks...
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Daily Brief Thematic (Sector/Industry): Japan Strategy Weekly | 3 Reasons to Buy Japan in 2025 and more

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By Mark Chadwick, Nimish Maheshwari, Sudarshan Bhandari, Eric Wen
| Smartkarma
In today’s briefing: Japan Strategy Weekly | 3 Reasons to Buy Japan in 2025 India’s GDP Growth Moderates: What’s Next for FY25? Singapore Market Roundup (10-Jan-2025): OCBC downgrades UOB to ‘hold’. #85 India Insight: Adani Wilmar Oversubscribed, HDFC Hits ₹25,000 Cr AUM, GOI To Aid LPG Losses What Has Happened in the First Ten Days of 2025?
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Daily Brief Thematic (Sector/Industry): Ohayo Japan

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By Mark Chadwick, Sudarshan Bhandari, Ying Pan, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | Google’s Quantum Lea Delphi’s Gaming Year Ahead 2025 # 72 India Insight: VI Preferential Issue, JSW Production Growth, Metropolis Acquisition of Core [Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK [Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US China Property Developers In Distress – Weekly News & Announcements Tracker | Nov 29-Dec 5, 2024 Ohayo Japan |...
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Daily Brief Thematic (Sector/Industry): Trump 2.0: Some Unexplored Market Implications of Deregulation and more

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By Pyari Menon, Nimish Maheshwari, Auctus Advisors, Eric Wen
| Smartkarma
In today’s briefing: Trump 2.0: Some Unexplored Market Implications of Deregulation, Tariffs, and Tax Reforms Thematic Report: Indian Capex Cycle Analysis- A Macro Perspective AUCTUS ON FRIDAY – 29/11/2024 [Blue Lotus Daily]:LI US/1211 HK/1810 HK/XPEV US/NIO US/9863 HK/ZK US/JD US/Macro News [Blue Lotus Daily-TMT Update]:NTES US/700 HK/1024 HK/BIDU US/BABA US/KC US What’s News in Amsterdam – 28 November What’s New(S) In Amsterdam – 29 November Trump 2.0: Some Unexplored Market Implications of...
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Daily Brief Thematic (Sector/Industry): Do diamond miners have a future? (Paul Zimnisky) and more

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By Eric Wen, Mark Chadwick, Andy Fu, Andrew Jackson
| Smartkarma
In today’s briefing: Do diamond miners have a future? (Paul Zimnisky) Smart Trump, or Dumb Trump? Ohayo Japan | U.S. Markets Slip Amid Inflation Concerns; Dell, HP Drag Tech Sector Algorithm Regulation on China Internet Is A Slap on the Wrist Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight Do diamond miners have a future?
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Daily Brief Thematic (Sector/Industry): Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand and more

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By Andrew Jackson, Mark Chadwick, Ying Pan, Eric Wen
| Smartkarma
In today’s briefing: Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand Ohayo Japan | US Stocks Climb to New Highs Despite Trade and Inflation Concerns [Blue Lotus Daily-TMT Update]:3690 HK/BABA US/PDD US/JD US/TCOM US/NTES US/700 HK/1024 HK [Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US Quick Commerce 2024: Reshaping India’s Grocery Landscape Biopharma Week in Review – November 25, 2024 Furniture/Furnishings Weekly – November 25, 2024 Japan Morning Connection: AI...
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Daily Brief Equity Bottom-Up: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In Jensen's GenAI Vision and more

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By William Keating, Ying Pan, Garvit Bhandari, Eric Wen
| Smartkarma
In today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In Jensen’s GenAI Vision [PDD Holdings (PDD US, BUY, TP US$146) TP Change]: C3Q24: Painful Reversal of Its Merchant Squeeze Sayona Mining – Catching up with majors Tuya Inc – Growth Trajectory to Accelerate Following 13% Stake Purchase by 65 Equity Partners Avon Technologies – Record order book driving confident outlook [KE Holdings Inc.
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Daily Brief Equity Bottom-Up: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve Replacement (TAVR) Catalyze Its Revenue Growth? - Major Drivers and more | Smartkarma

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By Baptista Research, Douglas O’Laughlin, Eric Wen, Douglas Kim
| Smartkarma
In today’s briefing: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve Replacement (TAVR) Catalyze Its Revenue Growth? – Major Drivers NVIDIA: Waiting on Blackwell, and the Networking Question TUYA: Is The King of White Label IOT Ready to Charter a Different Course? SK Square: A Solid Corporate Value Up Plan Likely to Lead to Continued Outperformance Arthur J.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Bitcoin Briefly Touched $99 and more

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By Mark Chadwick, Andrew Jackson, Sudarshan Bhandari, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | Bitcoin Briefly Touched $99,000 Japan Morning Connection: Risk-On for the AI Ecosystem How Will Trump’s Renewed Stance on Renewables Impact Indian Energy Companies?
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Daily Brief China: Ping An Healthcare and Technology, Alibaba Group Holding , Anxian Yuan China Holdings , Atour Lifestyle Holdings, Lenovo Group Ltd Adr and more | Smartkarma

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By David Blennerhassett, Ming Lu, Michael Fritzell Verified, Eric Wen
| Smartkarma
In today’s briefing: 2025 High Conviction: PA Gooddoctor (1833 HK) – The Arb Is To Take The Stock Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to Benefit Top Line Anxian Yuan (922 HK) [Atour (ATAT US, BUY, TP US$37) TP Change]: Strong 11.11 Sales Recalibrate E-Commerce Potential Lucror Analytics – Morning Views Asia Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to Benefit Top Line Total revenue grew slightly as we expected in our preview note.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Concerns over Deficit Spending Post-Election and more

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By Mark Chadwick, Andrew Jackson, Ying Pan, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | Concerns over Deficit Spending Post-Election Japan Morning Connection: Tokyo Metro IPO Should See Strong Demand [Blue Lotus Daily-TMT Update]:BABA US/700 HK/NTES US/JD US/PDD US/BABA US/VIPS US/1024 HK [Blue Lotus Daily]:XPEV US/1810 HK/MNSO US/1519 HK/ZTO US/Macro News Update/Travel Market Update Furniture/Furnishings Weekly: BYON Strikes Deals with TCS and KIRK for Bed Bath & Beyond Brand Biopharma Week in Review – October 21, 2024 Sustainable Investing...
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Daily Brief Thematic (Sector/Industry): Old E-Commerce Names Are The Biggest Winners of New Stimulus and more

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By Robert McKay, Auctus Advisors, Eric Wen, Andy Fu
| Smartkarma
In today’s briefing: Old E-Commerce Names Are The Biggest Winners of New Stimulus Here Is a Trillion Rmb Stimulus AUCTUS ON FRIDAY – 18/10/2024 [Blue Lotus Daily]:1585 HK/NIU US/603529 CH/1211HK/1810 HK/XPEV US/NIO US/LI US/Real Estate Industry Old E-Commerce Names Are The Biggest Winners of New Stimulus China consumption shows rebounding demand following appreciation in asset values and home appliance subsidies.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Chip Stocks Rebound and more

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By Mark Chadwick, Andrew Jackson, Eric Wen, Sudarshan Bhandari
| Smartkarma
In today’s briefing: Ohayo Japan | Chip Stocks Rebound Japan Morning Connection: More Downside for SPE on ASML and Potential US Curbs for Huawei Suppliers What Is Chinese Government Waiting for to Stimulate Its Economy?
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Daily Brief Thematic (Sector/Industry): Thematic Report : How India’s Biggest IPOs Have Performed? and more

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By Nimish Maheshwari, Mark Chadwick, Andrew Jackson, Eric Wen
| Smartkarma
In today’s briefing: Thematic Report : How India’s Biggest IPOs Have Performed?
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Daily Brief Thematic (Sector/Industry): Japan Morning Connection: 7&I Continues Restructuring Plan and more

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By Andrew Jackson, Nimish Maheshwari, Eric Wen, Daniel Tabbush
| Smartkarma
In today’s briefing: Japan Morning Connection: 7&I Continues Restructuring Plan The Dark Side of the SME IPO Boom! [Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH Episode 88: AI Accellerators, Startup graveyard?
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Daily Brief Thematic (Sector/Industry): From Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EV and more

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By Eric Wen
| Smartkarma
In today’s briefing: From Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EV From Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EV Since the US started sanctioning Huawei in 2017, the China tech giant has maneuvered into many new fields. This time, its HIMA (Huawei Intelligent Mobility Alliance) is showing renewed momentum; China is the greatest EV market in the world.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | S&P Slips as Economic Uncertainty Grows and more

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By Mark Chadwick, David Mudd, Andrew Jackson, Eric Wen
| Smartkarma
In today’s briefing: Ohayo Japan | S&P Slips as Economic Uncertainty Grows Hong Kong/China Brokers: TAKE THE OFFER! Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.
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The Well-Tempered Clavier, Book II

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By Eric Wen, Johann Sebastian Bach, Donald Francis Tovey
| Music Books Plus
Johann Sebastian Bach / with commentaries by Donald Francis Tovey, new introduction by Eric Wen The Well-Tempered Clavier, Book II Rating * Name Email * Review Subject * Comments *
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The Strange Pop Culture Tastes of Dictators

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By Nick Robins-Early Verified, Perry Stein Verified, Eric Wen
| The New Republic Verified
One of the most prurient aspects of reading the personal emails written to and by Bashar al Assad that were obtained by The Guardian has been the chance to observe the dictator’s strange shopping habits on iTunes. Apparently, the Syrian dictator is a big fan of contemporary party music. But Bashar is far from the first dictator to have a strange relationship with pop culture. From Frank Sinatra to LMFAO, TNR takes a look back at the odd cultural tastes of some of history's most ruthless rulers.
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Right Turn | Online Only | n+1

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By Malcolm Donaldson, Emily Lyver, Eric Wen, Aaron Braun
| n+1 Magazine Verified
As we embark on a new Republican era, read through the best of n+1’s writing on the GOP, from 2004 to 2016: What Weekly Standard writers prefer to do is allow those from elite backgrounds to pretend to speak like the philistine middle-class. From its birth in 1995, the magazine’s shtick was the replacement of politics with cultural politics as its real weapon. The brave ordinary man doesn’t need to share an income with them (and he doesn’t), a neighborhood, school, or a social class.
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Episode 32: Against Everything

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By Aaron Braun, Malcolm Donaldson, Emily Lyver, Eric Wen
| n+1 Magazine Verified
This episode of the n+1 podcast features an interview with n+1 cofounder Mark Greif about his book Against Everything. Greif spoke with Steve Paulson, of the Wisconsin Public Radio program “To the Best of Our Knowledge,” and the program’s extended interview is being co-released with the n+1 podcast. We thank everyone at WPR for producing this episode. Subscribe to the podcast on iTunes, subscribe via RSS, or download the episode (106.2 MB) If you like this article, please subscribe to n+1.
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