PC Partners (1263 HK): Better Times Ahead as Data Center Operations Are New Growth Engine
PC Partner (1263 HK) has been an extremely volatile 'beast' over the past 24 months. Last year the share price peaked at 7.5 HKD while it currently...
493 Views
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...
675 Views
Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
1.3k Views
PC Partners: Nvidia Proxy Suffering from Disappointing Reception to Latest GPU
PC Partner (1263 HK) was a cheap proxy to ride on the coattails of Nvidia Corp (NVDA US) launch of its new Video Graphics Card (VGC). The launch...
510 Views
ESports - 2018 Provides a Great Platform for 2019
2018 has been another excellent year for the nascent eSports market, with growth of around 35~40% from 2017. With some big end-of-year tournaments...
756 Views