PC Partner: VGC Producer Is Play on Growth of ESports, Gaming and AI; Trades @ 5.8x P/E and 7% Div
Pc Partner Group Ltd (1263 HK) is Top 5 Video Graphic Card (VGC) producer globally Spun out of Vtech Holdings Ltd (303 HK) in 1997 and listed on...
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Razer: Results Provide Little Justification for Premium Valuation
Razer Inc (1337 HK) released its 2017 maiden results after market close on 22 March. The next day, Razer’s shares closed down 3.9% to HKD$3.00,...
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Razer: End of CES Winning Streak a Symptom of Underlying Issues
On 12 January the 2018 International Consumer Electronics Show (CES) in Las Vegas will come to an end. At this annual shindig, tech firms show off...
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