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Pyramids and Pagodas

Pyramids and Pagodas

Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis

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Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

As predicted, TCL Electronics (1070.HK) wows with 2023 results and continues push into high-end products

Spirits were high as we attended the TCL Electronics (1070.HK) (“TCL”) investor conference last Thursday (28 March) at the Shangri-La in Hong Kong, following its after-market earnings release. The results topped our own expectations in some...

2 months ago
8
2

Pax Global (0327.HK) 2023 results disappoint but show promise in some areas

Last week, Pax Global (0327.HK, “PAX”) hosted their FY23A earnings call, coinciding with the release of their results for the year. We wrote about the Company in November 2022, prior to the release of their results for that year, which were...

2 months ago
11
0

TCL Electronics (1070.HK) – a rising star in the TV business

TCL Electronics Limited (1070.HK) (“TCL”), with a market cap of HKD 7.57 billion (USD 968 million), is not your ordinary Chinese TV manufacturer. TCL focuses on mid-to-high end audio/video products like miniLED, QLED, Android, and smart TVs...

3 months ago
10
1

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  • Pyramids and Pagodas

    Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis

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