Softbank – PM Masa Raising Cash From the Dusty Telco
Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group,...
370 Views
Tencent - We’re Down With APT
* Solid Result: Despite the net transaction loss increase of AUD 20.6 mn (93%), we note particular improvement in Afterpay’s fundamental metrics:...
308 Views
Kioxia IPO - The Flow Dynamics
Kioxia (6600 JP) - formerly known as Toshiba Memory Corp - is the owner/operator of a group of facilities in Japan, most notably the Yokkaichi...
736 Views
Xiaomi 2Q: Premium Smartphones Grow While Overseas Markets Rebound; Shares Are Still Overvalued
Xiaomi reported its 2Q2020 results yesterday (26th August 2020) which saw revenues growing 3.1% YoY while reported OP more than doubled to RMB5.4bn...
314 Views
AAC Tech (2018): Still Expensive with Difficult Period Ahead
Two of the largest revenue contributor, audio and haptics, have seen their gross margin decreased by around 10% or ¼ due to either stiffer...
285 Views