China Technology – Limited Surprise on Apple Order Cut
Apple supply chain was under pressure (Luxshare/BYDE/Sunny Optical/Cowell) yesterday following report of order cuts for AirPods, Watch and MacBooks...
408 Views
China Technology - Implications of AirPods/Beats Production Base Relocation to India
Media stated that Apple will move part of its AirPods/Beats headphone production to India for the first time, as India continued to push for local...
261 Views
China Technology - Emerging Opportunities to Accumulate Quality Names in AR/VR
We suggest to accumulate quality names with higher exposure to structural growth drivers, including AR/VR, auto-related and Apple share gain.
123 Views
China Technology - China Smartphone: No Signs of Recovery in 4Q22E
We expect global smartphone market to remain sluggish into 4Q22E, given weak consumer demand, macro uncertainties and lack of major spec upgrade.
238 Views
New DLCs and Warrants tracking the Hang Seng TECH Index
Investors can now gain exposure to Hang Seng TECH Index (HS TECH) via new SGX-listed DLCs and Warrants. DLCs and Warrants are leverage...
611 Views