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BOE Technology Group (000725 CH)
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Information Technology
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China
BOE Technology Group Co., Ltd. manufactures display products. The Company produces display panels, sensor devices, and other products. BOE Technology Group supplies its products in mobile phones, tablets, notebooks, monitors, and other fields.
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bullish
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Thematic (Sector/Industry)
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16 Sep 2016 00:34
Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
David Riedel
225 Views
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bearish
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AUO
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14 Sep 2016 09:19
Samsung Display Fuels G10/G11 LCD Fab Race in China
What's new?After Shenzhen China Star Optoelectronics Technology (CSOT)/TCL USA announced to invest US$7.8bn (US$3.2bn equity plus US$4.6bn debt) to...
Andrew Lu
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338 Views
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bullish
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Beijing Orient National A
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09 Sep 2016 10:52
Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
Thomas Schroeder
324 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 08:16
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
Andrew Lu
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270 Views
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bullish
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Thematic (Sector/Industry)
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16 Aug 2016 09:02
China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
New Street Research
267 Views
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