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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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...
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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...
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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...
766 Views
Where to Buy PC Partner After Floor Breach
PC Partner (1263 HK) impulsive break below the recent price floor points to weakness toward better buy support near late 2017 lows. The triple top...
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