Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> iPhone event 'boring', lacks innovation, pushes tech improvements out to 2025. Consumers' reaction? "Meh"</li>
<li>
<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> Samsung's AI products are only at 30% of consumers' expectations. Meanwhile <a href="https://www.smartkarma.com/entities/huawei-technologies-co-ltd" target="_blank" data-smartkarma-citation="entities:8231:1" rel="noopener">Huawei Technology (40978Z CH)</a> Mate XT takes technology to a new level </li>
<li>Electric Vehicles backlash to regulations mirror setbacks for OEMs. <a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a> positioned to win</li>
</ul>



Apple (AAPL US) iPhone event 'boring', lacks innovation, pushes tech improvements out to 2025. Consumers' reaction? "Meh"

Samsung Electronics (005930 KS) Samsung's AI products are only at 30% of consumers' expectations. Meanwhile Huawei Technology (40978Z CH) Mate XT takes technology to a new level 
Electric Vehicles backlash to regulations mirror setbacks for OEMs. Toyota Motor (7203 JP) positioned to win


Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>F&amp;B / In Depth: A new Chinese food and beverage wave hits Southeast Asia Forget kung pao chicken and sweet and sour pork.</li><li>There’s a new wave of food and beverage chains flowing out of China, and it’s all about Sichuan hot pot, braised chicken rice and pickle fish soup — as well as mainstays like bubble tea.</li><li>Chinese food and beverage (F&amp;B) companies have expanded quickly into Southeast Asia, and even into North America and Europe, in the past few years, driven in part by saturation at home.</li></ul>

F&amp;B / In Depth: A new Chinese food and beverage wave hits Southeast Asia Forget kung pao chicken and sweet and sour pork.There’s a new wave of food and beverage chains flowing out of China, and it’s all about Sichuan hot pot, braised chicken rice and pickle fish soup — as well as mainstays like bubble tea.Chinese food and beverage (F&amp;B) companies have expanded quickly into Southeast Asia, and even into North America and Europe, in the past few years, driven in part by saturation at home.

CX Daily: A New Chinese Food and Beverage Wave Hits Southeast Asia 

Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

<ul>
<li>The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.</li>
<li>
Macro data points: Chinese import and export growth, and inflation data.</li>
<li>
 Companies mentioned:<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a>, <a href="https://www.smartkarma.com/entities/infosys-ltd" target="_blank" data-smartkarma-citation="entities:267:1" rel="noopener">Infosys Ltd (INFO IN)</a>, <a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a>
</li>
</ul>


The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.

Macro data points: Chinese import and export growth, and inflation data.

 Companies mentioned:Samsung Electronics (005930 KS), Infosys Ltd (INFO IN), SK Hynix (000660 KS)



GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix

<ul><li>Autos / In Depth: New rules set to give state-owned carmakers an EV boost</li><li>Corruption /: Former Shenzhen mayor gets life sentence for taking $15 million bribes</li><li>Huawei /: Huawei unveils first luxury sedan model under partnership with BAIC</li></ul>

Autos / In Depth: New rules set to give state-owned carmakers an EV boostCorruption /: Former Shenzhen mayor gets life sentence for taking $15 million bribesHuawei /: Huawei unveils first luxury sedan model under partnership with BAIC

CX Daily: New Rules Set to Give State-Owned Carmakers an EV Boost 

<ul><li>Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure</li><li>Tsung-Dao Lee /: Physicist Tsung-Dao Lee, one of China’s first Nobel laureates, dies at 97</li><li>Digital ID /: China’s new digital ID system trialed across over 80 apps</li></ul>

Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressureTsung-Dao Lee /: Physicist Tsung-Dao Lee, one of China’s first Nobel laureates, dies at 97Digital ID /: China’s new digital ID system trialed across over 80 apps

CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure 

China

Huawei Technologies Co., Ltd. provides networking products and telecommunication solutions. The Company researches and develops internet access, transmission network, servers, storage, security, and other networking products. Huawei Technologies also offers business consulting, network integration, assurance, managed, learning, and global delivery services.

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Huawei Technology (40978Z CH)

Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

Apple iPhone event boring, profit taking due to valuation. Huawei event the opposite, huge tech advances. Samsung AI products fall short of...

Neil Campling

CX Daily: A New Chinese Food and Beverage Wave Hits Southeast Asia

F&B / In Depth: A new Chinese food and beverage wave hits Southeast Asia Forget kung pao chicken and sweet and sour pork. There’s a new wave...

Caixin Global

GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

Wium Malan, CFA

CX Daily: New Rules Set to Give State-Owned Carmakers an EV Boost

Autos / In Depth: New rules set to give state-owned carmakers an EV boost While China’s three major state-owned carmakers may be latecomers to...

Caixin Global

CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure

Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure After more than a decade as a recurring...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

​Apple iPhone event boring, profit taking due to valuation. Huawei event the opposite, huge tech advances. Samsung AI products fall short of...

Neil Campling

CX Daily: A New Chinese Food and Beverage Wave Hits Southeast Asia

F&B / In Depth: A new Chinese food and beverage wave hits Southeast Asia Forget kung pao chicken and sweet and sour pork. There’s a new wave...

Caixin Global

GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

Wium Malan, CFA

CX Daily: New Rules Set to Give State-Owned Carmakers an EV Boost

Autos / In Depth: New rules set to give state-owned carmakers an EV boost While China’s three major state-owned carmakers may be latecomers to...

Caixin Global

CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure

Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure After more than a decade as a recurring...

Caixin Global

Apple iPhone event boring, profit taking due to valuation. Huawei event the opposite, huge tech advances. Samsung AI products fall short of...