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 : Matt-Splained: (REPEAT) We look at the benefits of pressure washing your brain,...

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) We discuss how AI is shaping information, engagement, and credibility in the digital age with Kiron Kesav, Chief Strategy Officer, PHD APAC at OMG Malaysia.

12:00 PM

Popcorn Culture

(REPEAT) We review Zootopia 2 and then ask: What (or who) are your favourite on-screen animal characters?

1:00 PM

Cruise Control

(REPEAT) We talk about Perodua's new EV, the QV-E and the conversations surrounding it. Daniel also shares his thoughts on the recently launched luxury sedan from JAC, the Maestro S800.

2:00 PM

Matt-Splained

(REPEAT) We look at the benefits of pressure washing your brain, Matt’s morbid curiosity and Richard’s misconceptions about horror fans.

3:00 PM

Earth Matters

(REPEAT) We speak to Meenakshi Raman about what COP30 in Belém achieved, what fell short, and what the outcomes mean for global climate action.

4:00 PM

Bar None

(REPEAT) We look ahead to the upcoming SEA Games and Malaysia's chances in the tournament.

5:00 PM

BBC World Service

What kinds of food and drink help people keep warm while living in extreme cold? The Food Chain explores.