Renesas – Short-Term Gains May Be Exhausted
We spoke to Renesas yesterday to assess demand conditions among its various end markets as well as inventory conditions, particularly in China. The...
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Daikin – North American Margin Improvement Could Offer Upside
Following up on our previous note highlighting that Daikin appears to be attempting a breakout above all-time highs, we spoke to the company to...
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Haier Electronics (1169 HK): Attractive Growth Story at a Discounted Valuation
Haier Electronics Group Co (1169 HK) offers a compelling growth story driven by market share gains and premiumization for its Washing Machine and...
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Gree Electric Appliance: Good Gree Is Losing the Throne to Its AC Empire
Gree Electric Appliances sells residential air conditioners, central air conditioners, industrial products and other home appliances. The company...
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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
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