Xiaomi (1810 HK): Huawei Moving Focus Back to Consumer Business
Huawei consumer’s revenue was 8 times Xiaomi's. Huawei consumer grew more rapidly than Xiaomi's. Huawei has been turning its focus to the consumer...
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StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
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Lenovo: Does This Fallen Angel's Redemption Lie in an LBO
Lenovo, the world’s largest personal computer vendor (by unit sales) is currently trading close to its 12-month low at HK$3.89 per share. The...
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HK Connect: HSBC, Tencent, Xiaomi
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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HSI Rebalance Preview June 2020 - To Change or Not to Change
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q1 review of the Hang Seng Family of Indexes on 15 May. The...
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