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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Parade (4966 TT): Apple Supplier Leading the Parade
Improving asset turnover, earnings on an upcycle trend, and low debt levels relative to its sector Parade is the sole supplier of embedded display...
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JDI: 3Q Revenue Strong, Margins Weak - Did Non-IPhone X Sales Overshoot 36%?
JDI reported 3Q with revenue rising 3% QoQ but falling 30% YoY on account of Apple's partial switch to OLED panels and weak demand from China. OP...
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When Small-Cap Companies Refuse to Meet Investors: Watch Out
Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect...
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Xiaomi IPO: Should've IPOed When The Going Was Good
Xiaomi, is a Chinese firm best known for making feature-laden but affordable smartphones. Press reports suggest that Xiaomi is seeking to IPO this...
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