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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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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AAPL CQ1 Guidance Likely a Miss, Busting IPhone X "Super-Cycle" Expectation
While many Apple Inc (AAPL US) analysts in the US are still living their Christmas dream, workers on the iPhone X production line at Hon Hai...
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