Lenovo HY2018 Results: The Water Is Still Rising
Lenovo's 2H numbers confirm the placement to the parent is a bailout and it remains our poster child for creative accounting in Asia.Although...
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21 Things Worth Knowing (#7)
1. US Tax reform plans propose taxing corporate cash held overseas at 12% and assets purchased from overseas retained earnings at 5%. Just a...
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Razer IPO: Premium Valuation for A Niche Market?
Razer, a global gaming and lifestyle brand, launched its book building this week to raise up to USD627m. Toh Zhen Zhou covered the fundamentals of...
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What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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Sector Capsule: Computers and Peripherals in Vietnam
Laptops declines by 5% in retail volume terms to 627,000 units in 2017 Laptops in the retail channel records a decline due to a lack of demand...
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