Xiaomi (1810 HK): 2Q18 Results Undermine the Bull Case
A key tenet of the Xiaomi Corp (1810 HK) bull case is that unlike its smartphone peers, Xiaomi’s primary asset is user traffic rather than devices....
388 Views
Huawei Vs. Samsung in Korea (5G Telecom Equipment)
This report is about how Huawei is becoming a powerful competitor in Korea, especially against Samsung Electronics in the 5G telecom equipment. In...
395 Views
China’s Financial Risks/Deleveraging/Technology Race/Housing Crackdown/Trade War/EU Talks/RRR Cut
China News That Matters Stock market sell-off intensifies Foreign investment encouraged in market shake-up China to lead in 5G development New...
209 Views
Xiaomi IPO Valuation: A Rough Guide to Cutting the Valuation
Xiaomi Corp (1810 HK) has finally kicked off bookbuilding for its Hong Kong IPO. At the mid-point of the IPO price range of HK$17-$22 per share,...
819 Views
Major Highlights of the 5G Spectrum Auction in Korea
The results of the 5G spectrum auction in Korea were announced after the market close today. The three major telcos in Korea agreed to pay a...
124 Views