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
‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid
All three miss 1Q18As our earlier report " MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018 " dated 21 Jan 2018 highlighted...
414 Views
MediaTek's Key Customer - Gionee Chairman's Assets Were Frozen by the Court?
What's new?According to Economic Daily and Commercial Times today, a court in Dongguan, Guangdong province, froze Gionee chairman's Liu Lirong's...
375 Views
Big Buy Support for Largan Precision
As Asia moves into a frothy stage in Q1 the hunt for rotation bets will increase. We have been eyeing Largan Precisions fallout with interest as it...
202 Views