O-Net (877 HK): Offer Doc Out. Priced To Complete
On the 6 July, O-Net Technologies (Group) (877 HK), a leader in the provision of high-technology products and optical networking components,...
429 Views
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...
1.3k Views
YOFC (6869): ASP Pressure but Saved by Peru
Yangtze Optical Fibre And H (6869 HK) share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China...
494 Views
Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
480 Views
Notes from the Silk Road: Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
206 Views