AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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AAPL Earnings Preview: Uneventful Until New Launches
Global iPhone Shipment and Guidance:Apple Inc (AAPL US) will announce its CQ2 2018 earnings on July 31st. We expect little surprise from AAPL’s...
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Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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US-China Trade War: A Deal Is More Likely Than Market Prices In
Last night, the US proposed potential new tariffs on an additional $200bn of Chinese goods. Despite the incremental pessimism reflected in the...
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AAPL IPhone CQ2 Tracking, CQ3 New Model Launches, Chinese OEM Competition
This note is to update clients with our market checks on Apple Inc (AAPL US) iPhone builds and shipments, the timetables of new model launches in...
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