A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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IPhone "Super Cycle": Daunting Retail Price, Limited Initial Supply & Pushing for Hi-End Model Sales
In less than one month, three new iPhone models will be launched: iPhone 8 (with the OLED screen), iPhone 7s Plus and iPhone 7. Our latest checks...
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Andrew on Tech: Our View on Gartner's Hype Cycle for Emerging Technologies, 2017
In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI...
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Sector Capsule: Wearable Electronics in Hong Kong, China
Smart wearables registers retail volume growth of 25% to reach 206,000 units in 2017 (This is a fixed figure for 2017 released by us) Larger...
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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...
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