688036.SS SHENZHEN TRANSSION HOLDINGS CO Loading... : Bullish and Bearish Analyst Opinions

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13:54
Jul 30
TheValueist Founder, Atlas Peak Research
Watch Transsion; high memory BOM share in low-end phones makes it especially vulnerable.
Watch Transsion; high memory BOM share in low-end phones makes it especially vulnerable to price inflation.
688036.SS
MED
09:51
Jul 23
TheValueist Founder, Atlas Peak Research
Watch Qualcomm, Xiaomi and Transsion for moderate negative read-through from low-end Android.
Watch Qualcomm, Xiaomi and Transsion for moderate negative read-through from low-end Android weakness, with offset from premium mix (Qualcomm) or BOM inflation pressure (OEMs).
688036.SS
MED
23:07
Apr 30
TheValueist Founder, Atlas Peak Research
Bearish view on Transsion as Apple's premiumization in emerging markets like India undercuts.
Bearish view on Transsion as Apple's premiumization in emerging markets like India undercuts its low-margin device strategy, medium magnitude.
688036.SS
HIGH
23:07
Apr 30
TheValueist Founder, Atlas Peak Research
Bearish view on Transsion as Apple's emerging-market share gains and rising memory costs hurt.
Bearish view on Transsion as Apple's emerging-market share gains and rising memory costs hurt Transsion's value smartphone margins.
HIGH

About 688036.SS Analyst Coverage

Buzzberg tracks 688036.SS (SHENZHEN TRANSSION HOLDINGS CO) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 4 total trade ideas tracked. Latest voices: TheValueist.