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Peering Into Baidu Inc's Recent Short Interest

Baidu Inc's short interest has increased by 14.61%, with 6.91 million shares sold short, representing 2.51% of available shares. It would take an average of 3.43 days for traders to cover their short positions. An increase in short interest indicates a bearish market sentiment. Compared to its peers, Baidu's short interest is lower than the average of 10.46%.

On its HK debut today, $BUSYMING(01768.HK) surged over 88%. The deal was ~1,900x oversubscribed, with Tencent and Temasek among the cornerstone backers, igniting the market for the first bulk-snack retailer. It, too, is a middleman capturing the spread between suppliers and franchisees, so why does it lead the pack and command such investor interest? Dolphin Research previously argued the edge comes from taking 'low price' and 'efficiency' to the extreme while precisely targeting a whitespace.First, it cut out the long chain of intermediaries. Traditional snacks pass through multiple layers of distributors and sub-distributors, each adding markups that bloat end prices. By sourcing directly from major upstream brands via large-scale centralized procurement, it secures very low purchase costs and sells to franchisees at prices 20%–30% below traditional channels, effectively passing middleman margins to consumers and franchisees to outcompete other brokers.Second, its operating efficiency is hard for peers to match. While other retail formats turn inventory over in several dozen days, this model runs at just 11 days, speeding cash and goods flow, reducing near-expiry risk, and adapting quickly to trending snacks. Powered by digital systems and AI-driven replenishment that calculates what to restock and when, it saves time and cost from sourcing through delivery, far outperforming traditional middlemen.Lastly, it nailed the whitespace in lower-tier markets. Consumers in tier-3/4 cities and towns are most price-sensitive, yet efficient snack retail channels were lacking. By opening near residential communities and putting affordable snacks within 300 meters, it filled the demand gap. Franchise-led expansion has been rapid, with store count rising from under 2,000 to 20,000 in two years. Greater scale strengthens bargaining power with suppliers, driving lower purchase prices and reinforcing a flywheel of 'low price → more stores → lower purchase price → even lower price'. Over time, this has left peers behind and cemented its No.1 position.

NVDA deploys new CPUs, boosting CoreWeave; Tencent unveils new AI social features | Daily News Recap

0127 | Dolphin Research Focus: 🐬 Single Stock 1, $NVIDIA(NVDA.US). NVIDIA CEO Jensen Huang announced the 'Vera' server CPU, the company's first CPU sold as a standalone product.Built on Arm, it features 88 custom cores and delivers 2x the performance vs. the prior gen. It can integrate seamlessly with GPUs or run independently.CoreWeave will be the first to deploy. The move breaks x86's long-held dominance in the server CPU market...

Spackman finalises divestment of Studio Take

The disposal was completed on 26 January.Spackman Entertainment Group Limited announced the formal completion of the disposal of its entire equity interest in its indirect subsidiary, Studio Take Co., Ltd.The transaction was finalised on 26 January, following the fulfilment of all conditions precedent in the Sale and Purchase Agreement, officially ceasing the group’s ties with its subsidiary.

StarHub Uses Treasury Shares to Fulfil Restricted Stock Awards

StarHub Ltd has transferred 1,993,982 treasury shares to fulfill obligations under its Restricted Stock Plans, reducing its treasury share holdings from 9,372,395 to 7,378,413 shares. This represents a S$2.1 million utilization of treasury stock. The latest analyst rating for StarHub (SG:CC3) is a Buy with a price target of S$1.30. StarHub is a Singapore-based telecommunications and media company providing various services to consumers and businesses.