AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
477 Views
The Netease Reversal (NTES-US)
Holdings in Netease Inc (Adr) (NTES US) among GEM investors saw an incredible rise during 2013-2017. Now we see investors heading for the hills. ...
557 Views
Sharp (6753)--Q1 Results Are a Huge Beat, but Inventory Is a Concern
Sharp's Q1 Blows Away Consensus Estimates: Sharp's Q1 OP result of Y24.6bn (+44% YoY) was 36% higher than consensus estimates of Y18.1bn (+6%...
348 Views
Hon Hai High Conviction Macro Buy Support
Hon Hai exhibits some incredibly bullish macro support along with a well defined upcoming bottoming cycle that shows a great macro risk to reward...
839 Views
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...
433 Views