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Ray Kwok, Director, Research Department, CIMB-CGS Securities
Morning Run · Market Watch · 15 Jan 2024 · 09:15 am · 9 mins listen
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
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