Razer: Aggressive Discounting, There Could Be Trouble Ahead
The festive season is one of good food, warm drinks and, often, to be jolly. However, it might not be the season for Razer Inc (1337 HK)...
325 Views
Razer: A for Hype, C for Substance
The recent IPO of Razer Inc (1337 HK) was a resounding success with the shares pricing at the top end of the pricing range. The shares are...
319 Views
Sector Capsule: Computers and Peripherals in Vietnam
Laptops declines by 5% in retail volume terms to 627,000 units in 2017 Laptops in the retail channel records a decline due to a lack of demand...
199 Views
Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit
What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC...
168 Views
Lenovo 992 HK, The Water Continues to Rise
Their first quarter numbers reaffirm our thesis that they are drowning in debt. They are manipulating working capital, factoring receivables and...
229 Views