Erajaya (ERAA): Painful Q2 2019 and JUUL
The Q2 2019 result was weaker than expected but the management is making progress with clearing up inventory and lowering short term loan due to...
479 Views
Buy or Sell/Europe/Trade War/Huawei/Financial Services
China News That Matters Ride that A-Share wave. Until you can’t Europe looks East Change, China! You’ll thank us for it We’ll buy your gear -...
496 Views
SoftBank Corp IPO Valuation: Bull/Bear Case DCF Scenarios
Softbank Group (9984 JP) is set to raise JPY2.65 trillion ($23.5 billion) through the Softbank Corp (9434 JP) IPO, Japan's biggest-ever IPO....
550 Views
AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
613 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
361 Views