Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
737 Views
Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
283 Views
Short Lenovo in the Pocket
Lenovo caught our attention with a slew of fundamental warnings in the pipeline and we brought up the chart and found a compelling short set up.The...
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Lenovo's 2Q Result Beat Consensus and Our Forecasts; Will to Acquire 51% of Fujitsu's PC Business
No-moat Lenovo Group Ltd (992 HK)'s fiscal second-quarter (ended September) results surpassed consensus and our forecasts, with revenue up 4.7% and...
168 Views