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Flash | 27 Sep 2026 17:12:26 ET │ 12 pages Montage Technology (688008.SS) Founder Share Sale Likely Non-Event; Robust Growth Outlook Intact CITI'S TAKE Montage announced on Sep 25 founder-linked shareholder WLT Partners plans to sell up to 2.33mn (0.19% of total) Montage-A shares (688008.SS) to fund an upcoming equity-incentive exercise requiring over Rmb500mn. We expect limited share price impact given the small disposal size and clearly identified funding purpose. We see robust multi- year growth outlook ...

30 September 2026 China Technology Equities Consumer electronics: Memory has moved on China Hope amid hard times. This report looks at what component shortages and higher memory prices mean for the economics of the smartphone market. The key message is that while average selling prices have jumped as costs surged, handset makers don't need memory prices to fall to recover. Any slowdown in AI-driven memory price inflation could be enough for margins to improve before shipments start to increase. Stabilisatio ...