TSLA: Top Beneficiary of US-China Trade War Truce
In our coverage universe, Tesla Motors Inc (TSLA US) is likely to be the top beneficiary when the Chinese market access improves. TSLA’s China...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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Q Tech (1478 HK): Supplying China's Smartphone Players
Good price momentum, high level of cash sales, and high earnings quality relative to its sector Q Tech should see a solid increase in revenue...
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From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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Is LG Electronics' Smartphone Biz Really Recovering or Just Profit Improvement by Cost Savings?
LG Electronics Inc (066570 KS) is one of the hot stocks in Korea in recent days. LGE's premium TVs are selling well. In fact, HE's 1Q17 OPM is up...
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