AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK) on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
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Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
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21 Things Worth Knowing (#17)
In this issue:A new industrial policy on the way in India, food wastage, Brexit borders, Nigeria Eurobond issue, Italian SME distortion, S&P...
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21 Things Worth Knowing (#13)
In today's issue:Off-balance sheet EU, TPP farce, Singles day bonanza, How Netflix works, hedge funds should be more conventional, eSports,...
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IPhone 8/X Oct Checks and AAPL Margin and Unit Growth Implications
iPhone X Further Delays?Definitely True! And it is all about LG Innotek Co Ltd (011070 KS). Somehow the camera module maker still suffers from...
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