BBSP Single Stock Asia Weekly
Mid-Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Taiwan (TWSE) and India (NIFTY)...
195 Views
HTC Suspends Shares on Rumour of Sale of Handset Business to Alphabet - No Need for Samsung to Worry
This potential deal has been well flagged but in light of out Taiwan asset allocation piece, we would like to give our short view. Potentially...
156 Views
HTC (2498) - Follows Oculus in VR Headset Price Cut
It was supposed to be temporary, but Facebook (FB US) / Oculus Rift's 33% price cut (to US$399) last month is looking increasingly like its...
149 Views
Is LG Electronics' Smartphone Biz Really Recovering or Just Profit Improvement by Cost Savings?
LG Electronics Inc (066570 KS) is one of the hot stocks in Korea in recent days. LGE's premium TVs are selling well. In fact, HE's 1Q17 OPM is up...
260 Views
China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
167 Views