A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
247 Views
India's Latest Tariff Move Further Imperils Domestic Smartphone Makers
India notifies 10% import tariff on Printed Circuit Board (PCB) for smartphones and feature phones None of the Indian smartphone players have...
123 Views
Re Cycling Lenovo Short
Our first short Lenovo insight on November 16, 2017 outlined shorting Lenovo at 4.70 with a target of 3.80 which was achieved on February 14, 2018...
127 Views
HP Inc., Keep Reinventing. What About Keep Reinvesting?
After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and...
144 Views
Xiaomi IPO: Should've IPOed When The Going Was Good
Xiaomi, is a Chinese firm best known for making feature-laden but affordable smartphones. Press reports suggest that Xiaomi is seeking to IPO this...
374 Views