Archive - Deep Fundamental Research

Deep Dive: Sanhua Intelligent (002050.SZ)

Stable cash cow + high-speed grower + large TAM new business; a quality company trading at 23x forward PE; Buy

Jan 6 •

December 2024

Deep Dive: Switches

Unveiling the core of AI networking: switch technology explained | Key players in the swtich market | Future trends in CPO and three beneficiary…

Dec 17, 2024 •

November 2024

Deep Dive: Data Center Networking

From micro to macro - how the next generation AI data centers are built from the ground up; discussing networking equipment, AI training clusters, and…

Nov 20, 2024 •

October 2024

Deep Dive: Hawkins (HWKN)

Resilient distributor model; Smart capital allocation; Strong edge and long runway in the water treatment segment; Valuation too high and cyclicality…

Oct 22, 2024 •

September 2024

August 2024

July 2024

Deep Dive: New Oriental Education (EDU)

c.20% revenue Cagr and c.30% earnings Cagr over the next 5 years, trading at 29x forward PE; Buy

Jul 21, 2024 •

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