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02.10.26 - 11:18
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Developers vie to land plum HK$2 billion residential site in Ho Man Tin (SCMP)
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The sole residential site included in the Hong Kong government's latest land sale programme has attracted interest from a host of major developers, with 10 tenders being submitted before a noon deadline on Friday.
Chinachem Group, Wheelock Properties, Kerry Properties and Sun Hung Kai Properties all confirmed to the South China Morning Post that they had submitted individual bids for the site on Fat Kwong Street in Ho Man Tin, Kowloon, while Sino Land issued a joint tender with Great Eagle......
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02.10.26 - 07:48
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Licht statt Kupfer: Die neue KI-Wette (Der Aktionaer)
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KI-Chips werden immer leistungsfähiger – doch ohne schnelle Datenverbindungen bleiben sie ausgebremst. Ein bislang wenig beachteter Zulieferer liefert die speziellen Siliziumsubstrate für optische Chips in Rechenzentren. Das Geschäft nimmt rasant Fahrt auf....
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01.10.26 - 05:00
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Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked? (ZeroHedge)
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Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?
If you only looked at the price of the fuel, you'd think the nuclear trade has never been better. Long-term uranium prices are sitting at $96/lb, an all-time record and up ~12% YTD, taking out the $95/lb high set in mid-2007 at the peak of the last uranium mania (per UxC data compiled by TD Cowen). Spot has followed along to roughly $90/lb, up ~11% YTD.
If, however, you looked at anything with a ticker attached to it, you'd think the nuclear renaissance had been quietly cancelled somewhere between the "AI will need infinite power" phase and the "wait, who's paying for all this capex?" phase.
That, in a nutshell, is the disconnect TD Cowen's uranium team (Craig Hutchison and David Liang) highlights in its two latest Uranium Monitors: the commodity is making all-time highs, while the equities, the SMR darlings and even the IPO pipeline are going in the opposite direction. And the cause, at least in the s...
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30.09.26 - 17:24
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Die Lithium-Falle (Der Aktionaer)
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In diesem Jahr vermeldete der chinesische Konzern Ganfeng Lithium, dass die massiv gestiegene Nachfrage nach Elektrofahrzeugen und Batterien für Energiespeichersysteme zu einem kräftigen Zuwachs beim Absatz geführt habe. War der E-Auto-Sektor bisher einer der Haupttreibsätze der Lithium-Nachfrage, ändert sich das jetzt zusehends aufgrund des enormen Energiebedarfs von KI-Anwendungen....
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