China PCB Sector- Weak Market in 2023
Global PCB market: The global PCB market showed minimal growth in 2022, with a modest 1.0% YoY increase, but it is expected to face a substantial...
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China 5G Sector – Expect telecom names continue to show strength in broad market weakness
We expect China telcos to be the most favorable defensive picks with ample FCF, high dividend yield and potential share repo opportunities.
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Tianneng (819 HK): Star Market Battery Spin-Off Priced
In my prior insight, I recommended buying TPI on the expectation it retests its July high. It achieved that today. If you were already in, I'd be...
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Tianneng (819 HK): Battery Spin-Off And The Tesla Effect
The Star Market will welcome another battery manufacturer, one that is an up & coming supplier of lithium batteries, and one that promotes and...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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