StubWorld: Just Rumours (For Now) As SIA Engineering Pops
This week in StubWorld ... Sia Engineering (SIE SP) is not aware of any information, however last week's 15% gain in two days rekindles...
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PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
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AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
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PC Partners (1263 HK): A Poor Man's Way into Nvidia New GPU Cycle; Trades at 3x PE and 11% Div Yield
PC Partner (1263 HK) has been on a rollercoaster ride since writing about the company a few months ago. The share price has gyrated between 5 to 7...
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Lenovo (992 HK) Sell. *Catalyst* Pending Equity Dilution. 51% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Acquisition policy. A: Obscuring...
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