BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  China's Smartphone Sector Ringing In For An Upgrade

China's Smartphone Sector Ringing In For An Upgrade

Ray Kwok, Director, Research Department, CIMB-CGS Securities

15-Jan-24 09:15

China's Smartphone Sector Ringing In For An Upgrade

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

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Wong Shou Ning


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  marketstechnologyeconomy

Tags:  china smartphone sectoroppo vivo huawei xiaomisamsung apple competition5g technology





Play / Pause

Listen now : I Love KL: Jon Ming, Founder, KitaBina

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Tony Nash, CEO, Complete Intelligence

7:15 AM

Morning Brief

7:30 AM

Morning Brief

Dr. Geoffrey Williams,Economist, Founder and Director Williams Business Consultancy Sdn Bhd

7:45 AM

Top Story

Datuk William Ng, Chairman, Small and Medium Enterprises Association (SAMENTA)

8:00 AM

The Breakfast Grille

Ko Chuan Zhen, Group CEO, Plus Xnergy Holding

8:30 AM

Morning Brief

Dato’ Dr. Faizal Mohd Perdaus, President, Mercy Malaysia

8:45 AM

Morning Brief

9:00 AM

Opening Bell

9:15 AM

Opening Bell

9:35 AM

Ringgit & Sense

Peter Yong, Co-Founder and CEO, Mr. Money TV

10:05 AM

Open For Business

Michele Ferrario, Co-Founder & CEO, Stashaway

11:00 AM

Tech Talk

Dr. Ian Tan, Associate Professor and Head of School of Mathematical and Computer Sciences, Heriot-Watt University

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Ko Chuan Zhen, Group CEO, Plus Xnergy Holding

2:05 PM

Beyond the Ballot Box

Vijay Prashad on Hyper-Imperialism, Palestine, China, and the Future

3:05 PM

Live & Learn

Reading You, Angeline Teh, Documentary Filmmaker

4:05 PM

Health & Living

Discriminated For Having Dyslexia, Dr Rajini Sarvananthan, Consultant Developmental Paediatrician | Amani Amrullah, Social Media Strategist, Neurodiversity Influencer

5:00 PM

Top 5 at 5

6:00 PM

Inside Story

Talkback Thursday

7:30 PM

Beyond the Ballot Box (REPEAT)

9:00 PM

I Love KL

Jon Ming, Founder, KitaBina

10:00 PM

Back To Back

Ep107: Local Natives