JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Investment Advisors

Lock in Sunny Optical Gains and Reverse to Short

IPhone "Super Cycle": Daunting Retail Price, Limited Initial Supply & Pushing for Hi-End Model Sales

Apple Beats on Numbers, Driven by Seasonal or Structural?

Apple Asks Operators to Take IPhone 6/6s Inventories to Secure IPhone 8 Quota

Investment Advisors, JL Warren Capital

Junheng Li

Equity Bottom-Up

Sunny Optical Technology Group / Equity Bottom-Up

<p>This note is to update clients with our market checks on <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> iPhone builds and shipments, the timetables of new model launches in September and the latest Android models to be launched by Xiaomi and Huawei, the two leading Chinese smartphone OEMs.  </p>

This note is to update clients with our market checks on Apple Inc (AAPL US) iPhone builds and shipments, the timetables of new model launches in September and the latest Android models to be launched by Xiaomi and Huawei, the two leading Chinese smartphone OEMs.  

AAPL IPhone CQ2 Tracking, CQ3 New Model Launches, Chinese OEM Competition