bearish
Xiaomi(1810.HK): Huawei’s Restrictions (Another) Signal of More to Come
313 Views02 Feb 2023 16:48
Likely new 4G restrictions will delay Huawei’s ability to launch mid-range offerings at volume. The impact will likely prove net negative, we re-iterate our SELL rating and HK$7.3 TP.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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