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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Xiamen Faratronic (total return -38.9% in USD) was one of the strongest stocks in the first half of the year and gave back some of its gains as the AI trade weakened. It reported second-quarter...
— Sharukh Malik, Edmund Harriss
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Other investors who've written on Xiamen Faratronic Co., Ltd.
More institutional theses from Guinness China
Shanghai Putailai New Energy is a vertically integrated provider of lithium-ion battery components, producing coated separators, base films, synthetic anodes, and specialized manufacturing equipment. The manager remains...
Shandong Sinocera represents 3.9% of the fund's portfolio and produces specialized advanced ceramic materials, including MLCC ceramic powders, dental ceramics, and high-performance substrate materials. The manager maintains...
Shenzhen Mindray Bio-Medical represents 4.0% of the fund's portfolio and develops critical medical devices spanning patient monitoring, in-vitro diagnostics, and medical imaging. The manager maintains...