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Apple set to overtake Samsung as top smartphone maker this year
Proactiveinvestors NA· 2025-11-26 17:13
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
17 Common Things People Can Buy Just to Impress Peers
Invested Wallet· 2025-11-25 16:30
We’ve all had moments when we buy an item simply because one of our peers owns it. These purchases are usually driven by jealousy rather than a genuine need for the item itself. Here are some common items people buy due to jealousy of their peers. 1. Fancy Cars Vehicles, from practical to luxury, often serve as symbols of identity and status. Purchasing decisions are usually influenced by our peers, intelligent marketing, and the desire to fit into specific social circles. The concept of “keeping up with t ...
Best Buy hikes sales forecast as shoppers upgrade tech, splurge on devices
CNBC· 2025-11-25 12:14
A Best Buy store in Pinole, California, US, on Monday, Nov. 24, 2025. Best Buy Co. is expected to release earnings figures on November 25.Best Buy hiked its full-year forecast Tuesday, as it topped Wall Street's quarterly sales expectations and customers turned to the retailer to upgrade tech devices and splurge on new computers, gaming consoles and smartphones. The consumer electronics retailer said it now expects revenue of between $41.65 billion to $41.95 billion for the full year, higher than its previo ...
Xiaomi Founder’s $13 Million Share Purchase Sparks Stock Rebound
Yahoo Finance· 2025-11-25 10:13
Core Viewpoint - Lei Jun, the founder of Xiaomi Corp., purchased approximately HK$100 million ($12.9 million) worth of company stock, which may enhance market sentiment following a more than 30% decline in shares since July [1][2]. Group 1: Stock Purchase Impact - Lei Jun's stock purchase increased his stake in Xiaomi to 23.26%, resulting in a 4.4% rally in shares, marking the largest one-day increase in two months [2]. - Analysts suggest that this unusual move by the founder indicates efforts to stabilize the stock and mitigate further declines [2][3]. Group 2: Historical Context and Buyback Programs - Xiaomi has a track record of executing well-timed buybacks, with several repurchase programs since 2022 that have led to market gains [4]. - The recent buyback by Lei Jun of 2.6 million shares is in addition to the 21.4 billion shares remaining to complete the June buyback program [4]. Group 3: Market Sentiment and Hedging Costs - The relative cost of hedging against fluctuations in Xiaomi shares has decreased from earlier highs, indicating that investors may feel less need for protection [5]. - The spread of one-month implied volatility on Xiaomi stock compared to the Hang Seng Tech Index is currently around 7.5 points, down from an average of 11 over the past year [5].
亚洲科技- 历史经验对存储芯片价格影响智能手机行业的启示-Asia Tech_ What history tells about memory pricing impact on smartphone sector_
2025-11-24 01:46
19 November 2025 Asia Tech Hardware Asia Tech: What history tells about memory pricing impact on smartphone sector? Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com Eunice Lee, CFA +852 2123 2606 eunice.lee@bernsteinsg.com Shirley Yang, CFA +852 2123 2660 shirley.yang@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Mika Fu +852 2166 4805 mika.fu@bernsteinsg.com The recent memory price rally has raised concerns about the smartphone OEMs' profitability, and the impact on other s ...
小米-买入评级,逆风已可控
2025-11-24 01:46
19 November 2025 Xiaomi (1810 HK) Equity Research Report Key takeaways from analyst call. Smartphone: Xiaomi expects pressure on smartphone's profitability in the near term due to the rising memory cost; the company is prioritising ASP improvement over shipment growth, expecting the continuous premiumisation strategy to help alleviate cost pressure. By lowering our gross margin forecast for Xiaomi's 2026e smartphone from 11.8% to 10%, we factor in a 15% memory cost hike. Smart EV: Xiaomi expects to attain i ...
Hon Hai: US Capex for Data Center To Start at $1-5 Billion
Youtube· 2025-11-21 16:54
What about in terms of the compute capacity. Talk about it in gigawatts, then a gigawatt per week working the goal of one gigawatt per week. That would be sense goal, but we can start with one gigawatt per month. So you think you can add one gigawatt per month next year, starting next the second half of the year, second half of the year. So you think you can add six gigawatts next year.I'm not sure. It really depends on our starting our new way of doing things. It takes time.But eventually we will. We're go ...
Jim Cramer Highlights Apple’s Pullback as an Attractive Entry Level
Yahoo Finance· 2025-11-21 10:03
Group 1 - Apple Inc. stock price reached $277 after exceeding quarterly earnings estimates, but later fell to $265, presenting a potential entry point for investors [1] - The company is recognized for its diverse product offerings, including smartphones, computers, tablets, wearables, and cloud services, along with subscription services and payment solutions [2] - Analysts believe Apple is positioned for a strong quarter, with a price-to-earnings (PE) ratio expected to be slightly above the market average, highlighting its status as a robust conglomerate with a solid balance sheet [2] Group 2 - There is a belief that while Apple has investment potential, certain AI stocks may offer greater upside and lower downside risk, indicating a competitive landscape in the AI sector [2]
Omdia: Middle East Smartphone Market up 23% in 3Q25; Supply Issues to Rein in 2026 Growth to 1%
Businesswire· 2025-11-20 09:17
LONDON--(BUSINESS WIRE)-- #Consumer--New data from Omdia reveals a strong rebound in the Middle East smartphone market (excluding Turkey) in 3Q25, with shipments rising 23% year on year to 15.1 million units. The growth was primarily driven by rising demand in key mass-market segments, where consumers are upgrading from older or entry-level devices to more capable mid-tier 4G and affordable 5G smartphones. Vendors capitalized on this momentum by focusing on value-for-money portfolios and expanding their pr. ...
联想集团_9 月季度毛利符合预期;调整后营业利润超预期;个人电脑利润率维持稳定,服务器亏损收窄;买入评级
2025-11-20 02:17
20 November 2025 | 8:50AM HKT Equity Research Lenovo (0992.HK): First Take: Sep-Q GP in line; adjusted OP income beat; PC margins sustained with Servers loss narrowed; Buy Sep-Q revenues and GM were largely in line with expectations, leading GP to up by 13% QoQ, or 6% / 1% ahead of our / Bloomberg consensus. GM sustained at 15.4% (vs. 15.7% in Sep-Q 2025) despite memory costs upcycle, reflecting Lenovo's strong bargaining power and management capability over its supply chain, along with product mix upgrade ...