Last Week in Event SPACE: Xiaomi, NTT, Capitaland, Panalpina, Celgene/Bristol Myers, Amorepacific
Last Week in Event SPACE ... Do not buy Xiaomi Corp (1810 HK) as there is a LOT of overhang still to come. Indications are a total of ¥550-650bn...
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ECM Weekly (19 January 2019) - China Kepei, Mrs. Bectors Food, Xiaomi, Ayala Corp
Corrigenda: There is an error in this insight. Please note the correction. Correction: Please ignore the incomplete sentence at the end of the...
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Xiaomi (1810 HK): Dead Money
Xiaomi Corp (1810 HK)’s shares are around 43% below the IPO price partly due to the recent well-documented selling of shares following the end of a...
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AAPL’s Detrimental IPhone Discounts; China Wholesaler Interview
Over the weekend, Apple Inc (AAPL US) iPhone prices continued to bleed after large cuts started last week as distributors rush to destock. This...
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Xiaomi Placement - The Selling Continues
An undisclosed institutional shareholder of Xiaomi Corp (1810 HK) is looking to sell 231m shares of the company for approximately US$273m. There...
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