AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK) on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
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Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
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IPhone Shipment; EVT Specs and Trump Tariff
In current environment, we believe that Apple Inc (AAPL US) is both an alpha and best short idea. On the company specific level, the iPhone (~65%...
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2018 IPhone EVT Update: Prioritizing Cost Reduction, Expecting Another Muted Cycle
2018 iPhones EVT:According to our extensive checks with the component suppliers that are participating in the upcoming iPhone 2018 EVT (Engineering...
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AAC Tech: Optics and Chinese Mobile Keeps Growing
What's new?1h revenue and pretax profit hit a record high. More interestingly, AAC Technologies Holdings Inc (2018 HK) has been able to maintain...
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