PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
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Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
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PC Partners (1263 HK): A Poor Man's Way into Nvidia New GPU Cycle; Trades at 3x PE and 11% Div Yield
PC Partner (1263 HK) has been on a rollercoaster ride since writing about the company a few months ago. The share price has gyrated between 5 to 7...
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Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...
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PC Partner (1263 HK) - An Uncovered Gem
Who wants to buy a misunderstood stock? Actually, this is the second SmartKarma insight on PC Partner and only one sell-side analyst covers the...
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