08 Jul 2024 TMT – AI smartphone and foldable smartphone, a new era of mobile technology
Crosby Bi-noculars (Bi-weekly Issue 62)
Crosby Research – L.K. Technology (558 HK): FY24 results showed resilience
03 July 2024 Despite a relatively uncertain international macroeconomic landscape and the on-going geopolitical turmoil since last year which in turn hampered domestic and export growth, L.K Tech still managed to maintain a stable performance. L.K. Tech’s FY24 (Year ended
Crosby Research – Precision Tsugami (China) (1651 HK): FY24 results in line with expectation
02 July 2024
CROSBY Research – Regina Miracle International (2199 HK): Expects to resume growth in FY25
28 Jun 2024 Regina Miracle announced March-end FY24 results, with revenue decreased by 10.9% YoY to HK$7.02bn, mainly due to i) a 6.9% YoY decline in bras and intimate wear segment (59% of FY24 sales, FY23: 56%) on higher than
Telecom Sector Update: Telecom industry continued to be driven by new businesses, especially big data segment
27 Jun 2024 According to the latest data from MIIT, China’s telecom business revenue steadily grew 3.7% YoY to Rmb738.7bn in Jan-May (5M24). In May, telecom service revenue increased 2.6% YoY (+2.8% YoY in Apr) to Rmb146.3bn, driven by strong
Crosby Research – Chen Hsong (57 HK): Rolling out new products to stay competitive amid challenging market
27 Jun 2024
CROSBY Research – Want Want China (151 HK): Robust NP growth on higher GPM
27 Jun 2024 Want Want reported Mar-end FY24 revenue of Rmb23.6bn, up 2.9% YoY, which was mainly driven by robust growth in its Dairy & Beverages segment. Sales from emerging channels, traditional channels and modern channels all recorded growth with
CROSBY Research – Sa Sa International (178 HK): Back to profitability, with adj NP recorded HK$218m in FY24
25 Jun 2024 Sa Sa announced March-ended FY24 results, with revenue increased by 24.8% YoY to HK$4,367m, driven by the YoY growth of 31%/10% in the HK & Macau/Mainland China business to HK$3,410m/ HK$581m, partially offset by the 1.7% YoY
CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 61)
24 Jun 2024 China and the EU have agreed to start talks on the planned imposition of tariffs on Chinese-made EVs being imported into the European market, senior officials of both sides said on Saturday. The risk of soaring Chinese
Sunny Optical (2382 HK): Key Investor Day takeaways
Jun 19 2024 Sunny held an Investor Day on June 18, focusing on smartphone industry updates, automotive products development and AI development outlook. The Company revised up its 2024 global smartphone shipment forecast to 1.169bn units, up 3.5% YoY; which