China's Smartphone Sector Ringing In For An Upgrade
9 mins·09:15, 15 Jan 2024
China's Smartphone Sector Ringing In For An Upgrade
9 mins
·
09:15, 15 Jan 2024
·
Recommended
Guest: Ray Kwok, Director, Research Department, CIMB-CGS Securities
The Chinese smartphone sector has seen more than 30 months of downward earnings revision and sharp price corrections on the back of slower shipments due to weaker consumer sentiment and 4G to 5G migration in Emerging markets. Ray Kwok, Director, Research Department at CIMB CGS tells us why he is upgrading the sector and his top picks.
Image credit: Shutterstock.com
Presenter: Shazana Mokhtar, Wong Shou Ning
Producer: Wong Shou Ning
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