BFM Podcast

China's Smartphone Sector Ringing In For An Upgrade

Tan KW
Publish date: Mon, 15 Jan 2024, 01:10 PM
China's Smartphone Sector Ringing In For An Upgrade

15-Jan-24 09:15

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

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