TPV Technology: IFA’s Flawed Valuation
TPV Technology (903 HK) is a leading display solutions provider. On 12 August, TPV’s largest shareholder, CEC, launched an HK$3.86 cash per share...
652 Views
Apple: Apple to Expand Its Foothold in India with Not Just IPhones but with Other Premium Services
While Apple's (AAPL US) September event garnered a lot attention, with that comes the news that Apple is planning on investing US$1bn in India...
633 Views
TPV Technology: CEC’s Offer Not as Generous as It Looks
Tpv Technology (903 HK) is a leading display solutions provider. On Monday, TPV’s largest shareholder, CEC, launched a privatisation proposal by...
678 Views
AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
574 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,...
280 Views