Sector Capsule: Mobile Phones in Vietnam
Feature phones declines by 12% in retail volume terms to six million units in 2017 Thanks to the high proportion of loyal users, feature phones...
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Sector Capsule: Wearable Electronics in Malaysia
In 2017 retail volume sales of smart wearables grow by 16% to reach 14,000 units, with the category benefiting from the entry of new players and a...
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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...
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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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Razer Pre-IPO Review - For Gamers. By Gamers. But, Is It for Investors?
Razer Inc filed its draft prospectus in June and will be raising approximately US$600m in its upcoming IPO. The company boasts a star studded...
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