Major Highlights of the 5G Spectrum Auction in Korea
The results of the 5G spectrum auction in Korea were announced after the market close today. The three major telcos in Korea agreed to pay a...
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Xiaomi IPO: Why “Honest Prices” Is Rarely Honest
Xiaomi Corp (XIAOMZ CH) 's upcoming Hong Kong IPO will be the biggest IPO since Alibaba Group Holding Ltd (BABA US) fetched $21.8 billion in New...
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AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK)Â on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
328 Views
JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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