Trade Idea Update/HK Connect Weekly: Inclusion Effective Today, XD +10%
In this insight, we will provide an update on the inclusion news today and recap on the basket performance of stocks that are included into the...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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KMW - A Shorting Opportunity
In this report, we discuss a shorting opportunity of a Korean telecom equipment maker called Kmw Co Ltd (032500 KS) whose share price has surged...
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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...
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Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade
We recently downgraded the Chinese telcos on rising concerns that the telcos will be required to do "national service" to support China's...
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