Haier SH (Part II): Lower Exposure to Declining AC Market While Synergies Help Margin Expansion
This is the SECOND in a series of reports on Haier Smart Homes. In our previous insight on the company, we discussed the company’s largest business...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Daikin – North American Margin Improvement Could Offer Upside
Following up on our previous note highlighting that Daikin appears to be attempting a breakout above all-time highs, we spoke to the company to...
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TCL Electronics’ Accidental MGO
Late Wednesday, Tcl Multimedia Technology (1070 HK)/TCL said it had received an MGO. The MGO price was set at HK$3.23 per share, an 18% discount to...
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CHINA CONSUMER - World Cup Advertising – China Dominates Yet Does Not Participate
Advertising taking a fundamental shift due to China. China is the biggest sponsor of the World Cup. Advertising is China-centric to build China...
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