AAPL’s Detrimental IPhone Discounts; China Wholesaler Interview
Over the weekend, Apple Inc (AAPL US) iPhone prices continued to bleed after large cuts started last week as distributors rush to destock. This...
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Xiaomi Placement - The Selling Continues
An undisclosed institutional shareholder of Xiaomi Corp (1810 HK) is looking to sell 231m shares of the company for approximately US$273m. There...
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Last Week in GER IPO Research: Leong Hup, China Tobacco, Futu and Weimob
We slide into 2019 with GER's recap of our latest IPO research. This week, we talk chicken as Arun initiates on the IPO Malaysian poultry producer...
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AAC Tech (2018): Damage Is Done While Business Remain Intact - BUY
The recent trade talk meeting between the US and Chinese government went into an extended unplanned third day which could be seen as a positive...
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The GER Weekly EVENTS Wrap: Healius, FamilyMart, Healthscope, Myob and Hitachi
Happy New Year! Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the potential...
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