Resilient FY4Q18 boosted by two old guards, PC and servers – Lenovo's Data Center Group (DCG, i.e. server related revenues) reported 43.9% YoY growth in revenue in FY4Q18...
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Kingsoft had a slow 1Q18, total revenue was +4% YoY/-8% QoQ, Both sequential and YoY growth are worse than those of 1Q17 due to weakness in its gaming business.
Pentamaster's 1Q18 revenue increased 114% from MYR45.8m in 1Q17 to MYR98.0m, and the strong growth was driven by...
Seasonality and growing competitive pressure caused China Mobile to report the first ever net loss in 4G subs in Apr...
On Tuesday (22 May 2018), China's Ministry of Finance (MoF) announced that it will trim tariffs on imported cars to 15% of their wholesale value...
The global server market is growing strongly - While many, this analyst included, think the computing hardware market is dead...
Congratulations to Vincent Medical (1612.HK) on the successful listing on the Main Board of the Stock Exchange of Hong Kong Limited.
Crosby is a Joint Bookrunner of Vincent Medical (1612.HK) IPO.
Price of Bitcoin surged 20% during the week of June 3rd to the highest level in 20 months. Media reports said that this sharp increase have been largely attributed to demand from the Chinese market and that the fear of sharp devaluation of the RMB caused panicked Chinese traders to buy Bitcoin to avoid losses.
But not everyone agreed……
According to a Forbes article, “….by 2017, more than 30% of enterprise access to broadly based big data will be via intermediary data broker services, serving context to business decisions.” “…… by 2020 information will be used … eliminate 80% of business processes …from a decade earlier. ”
Congratulations to Bank of Tianjin (1578.HK) on the successful listing on the Main Board of the Stock Exchange of Hong Kong Limited.
Crosby is a Joint Bookrunner and Joint Lead Manager of Bank of Tianjin (1578.HK) IPO.
Want to know what the HK landlord thinks of the biggest retail sales plunge since SARS? Crosby kicks off the Year of Monkey with Link REIT (823 HK) and Fortune REIT (778 HK) Corporate Access events.
IMax China (1970 HK, NR) is definitely one of the few names on our radar that outperformed the global equities meltdown that is taking place at the moment.
As sales figures on the iPhone 6S continue to disappoint, bets are now on when Apple will be launching the iPhone 6c and iPhone 7 in order to keep up with their earnings growth.
Crosby has issued a sector report on China telecom sector today. We believe Tower asset injection will benefit China Tel (728 hk, NR) on its 4G network coverage.
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