IPhone XR Cuts; India Production for the US Shipments
XR Price Discounted in China Out of the GateWe believe that much of the Apple Inc (AAPL US) XR unit built and shipment cuts in CQ4 is being driven...
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Xiaomi Corporation – Running Harder to Stay Still
By focusing investor attention on gross profit, Xiaomi Corp's (1810 HK) Q3-18 results deftly side-stepped the YoY EBITDA decline of 14.3%. To us it...
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LG Electronics: A Turnaround Story + Extra Dividends Alpha Kicker
Both Lg Electronics (066570 KS) and LG Corp (003550 KS) shares have been rebounding nicely since the end of October. In late June 2018, Koo...
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Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
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YY Inc. (NasdaqGS: YY)C3Q18 Review: Monetization Is Under Pressure
● YY reported C3Q18 top line, non-GAAP operating profit and GAAP net income 4.38%, (15.6%), (10.1%) versus our estimate. Main reason for the miss...
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