CIMB: CHN – Strategy Note – Smartphone demand recovery on track in 2H22F
https://alphaedgeinvesting.com/2022/05/25/cimb-chn-strategy-note-smartphone-demand-recovery-on-track-in-2h22f/
$XIAOMI-W (01810.HK)$ $Will Semiconductor (603501.SH)$ $SUNNY OPTICAL (02382.HK)$ $Universal Scientific Industrial(Shanghai)Co., (601231.SH)$ $Tianma Microelectronics (000050.SZ)$ $TONGDA GROUP (00698.HK)$ $SMIC (00981.HK)$ $Shenzhen Goodix Technology (603160.SH)$ $Lens Technology (300433.SZ)$ $Boe Technology Group (000725.SZ)$ $ASMPT (00522.HK)$ $AAC TECH (02018.HK)$
$XIAOMI-W (01810.HK)$ $Will Semiconductor (603501.SH)$ $SUNNY OPTICAL (02382.HK)$ $Universal Scientific Industrial(Shanghai)Co., (601231.SH)$ $Tianma Microelectronics (000050.SZ)$ $TONGDA GROUP (00698.HK)$ $SMIC (00981.HK)$ $Shenzhen Goodix Technology (603160.SH)$ $Lens Technology (300433.SZ)$ $Boe Technology Group (000725.SZ)$ $ASMPT (00522.HK)$ $AAC TECH (02018.HK)$
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An investor since 1997, financial blogger, IBF certified trainer and public speaker. Spoken at SGX events.
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