Xiaomi (1810 HK): 2Q18 Results Undermine the Bull Case
A key tenet of the Xiaomi Corp (1810 HK) bull case is that unlike its smartphone peers, Xiaomi’s primary asset is user traffic rather than devices....
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Huawei Vs. Samsung in Korea (5G Telecom Equipment)
This report is about how Huawei is becoming a powerful competitor in Korea, especially against Samsung Electronics in the 5G telecom equipment. In...
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Xiaomi IPO Valuation: A Rough Guide to Cutting the Valuation
Xiaomi Corp (1810 HK) has finally kicked off bookbuilding for its Hong Kong IPO. At the mid-point of the IPO price range of HK$17-$22 per share,...
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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...
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