ERAA: Formidable Partnership with Xiaomi
As my colleague in CrossASEAN research, Angus Mackintosh , mentioned in his latest note on Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite...
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Xiaomi Corporation–50% Downside Conceivable Given “One Foot,One Punch,One Inch” Initiative of China
In ANTYA’s view, Xiaomi Corp (1810 HK) (“Xiaomi” or the “Company”) is a reluctant low-margin device and electronic hardware manufacturer,...
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Micron. What The Market Is Missing, For Now.
Micron posted record Q4 FY 2018 earnings with revenues of $8.44 billion, up 8% QoQ and 38% YoY, handily beating the forecast of $8.2 billion at...
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Unprecedentedly IPhone XS and XS Max Discounted on Day 1 Sale in Mainland China
Chart 1-2 show gray market discounts in Shenzhen and Hong Kong, on Day 1 iPhone launch. Chart 3 -4 show gray market premiums for 2016 and 2017...
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Samsung C&T Placement: Finally First Step Towards a Legit Holding Company
I would take this deal. I believe the market will interpret this placement as the starting point of C&T-centered holding company conversion....
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