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 : BFM 89.9 -- The Business Station

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) In this episode, we unpack the complexities of CEO succession, especially in founder-led or family-run companies that dominate Malaysia’s corporate landscape.

12:00 PM

Just For Kicks

(REPEAT) It's a busy week of football, with Enzo Maresca leaving Chelsea grabbing the headlines as we usher in the new year. Our pundits react to this news, as well as look ahead to the weekend's matches.

1:00 PM

A Bit of Culture

(REPEAT) Kam, Sharmilla Ganesan and Vernon Adrian Emuang discuss grandma hobbies, poetry making a comeback and Malaysia's cultural metropole on another insightful episode of ABoC!

2:00 PM

Ringgit & Sense

(REPEAT) This week on Ringgit & Sense, producer Jake Lim is joined by Kimberly Law, co-founder and licensed financial planner at Uno Advisers. And since it’s job hunting season for fresh grads, they’ll be talking about what to do, and maybe more importantly what NOT to do with your first paycheck.

2:30 PM

The Property Show

(REPEAT) Best of The Property Show 2025 revisits curated episodes on the changing role of the home.

3:00 PM

Best of The Bigger Picture

(REPEAT) In this ‘Best of 2025’ replay, we dive into the age-old debate of whether generic drugs are less effective.

4:00 PM

Best of Evening Edition

(REPEAT) How do I argue against conspiracies?

5:00 PM

BBC World Service

Professor Jim Al-Khalili speaks to George Church, one of the pioneers of modern genomics on another episode of The Life Scientific.