PC Partner: In the Last Bitcoin Bull Market Stock Was 300% Higher. Repeat?
Pc Partner is not only a poor man's way to get exposure to Nvidia but also a forgotten way to play the rise of Bitcoin. During the last Bitcoin run...
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PC Partner: Poor-Man's Play on Nvidia (Part 2); Trades at 2x FY20 P/E and 14% Dividend Yield
Several years ago we wrote
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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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...
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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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