Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Hong Kong
/
Tech
Create a narrative
Tech Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Tech Investing Ideas
Xiaomi
PA
Panayiotis
Community Contributor
Xiaomi to Surge with 15% Revenue Growth and IoT Expansion
Catalysts Xiaomi's growth and success can be attributed to several strategic catalysts, which can be categorized as follows: 1. Disruptive Pricing and Value Proposition High-Spec, Low-Cost Smartphones : Xiaomi disrupted markets by offering feature-rich devices at competitive prices, undercutting rivals like Samsung and Apple.
View narrative
HK$51.83
FV
12.7% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
5 months ago
author updated this narrative
Lenovo Group
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Digital Transformation And Cloud Adoption Will Open New Markets
Key Takeaways Rapid innovation in AI and integrated hardware positions Lenovo to capture new high-margin revenue streams and outpace market expectations for growth. Flexible global manufacturing and strategic emerging market expansion provide resilience, cost advantages, and potential for significant gains in market share and profitability.
View narrative
HK$16.17
FV
36.8% undervalued
intrinsic discount
15.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
Robosense Technology
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
ADAS LiDAR Demand And Lower Costs Will Forge Future Success
Key Takeaways Strong demand for ADAS LiDAR products and improved margins could significantly boost future revenue and earnings stability. Enhanced technological offerings and strategic expansion efforts may drive future earnings growth and investor confidence.
View narrative
HK$44.48
FV
27.2% undervalued
intrinsic discount
45.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Vtech Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Manufacturing Shifts And Green Tech Will Build Resilience
Key Takeaways Global expansion and manufacturing shifts are set to reduce trade risks and optimize margins, while supporting supply chain resilience and capacity utilization. Emphasis on eco-friendly products, smart devices, and healthcare solutions aims to boost brand value, tap new revenue streams, and drive growth through innovation.
View narrative
HK$65.77
FV
14.3% undervalued
intrinsic discount
2.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Lenovo Group
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
AI Investments Will Strengthen Brand Through Global Partnerships
Key Takeaways Lenovo's AI and infrastructure focus fuels revenue growth and margin expansion, driving profitability across Intelligent Devices, Infrastructure Solutions, and Services groups. Strategic global manufacturing and partnerships enhance Lenovo's brand equity, boosting competitive market performance and financial results.
View narrative
HK$14.65
FV
30.2% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Plover Bay Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Collaboration With Starlink And Expansion Into Edge Computing Will Unlock New Opportunities
Key Takeaways Collaboration with Starlink is enhancing brand presence and expanding the reseller network, leading to increased sales and future revenue growth. Expansion in multiyear projects and focus on edge computing could lead to more stable revenue streams and enhanced net margins.
View narrative
HK$7.08
FV
13.3% undervalued
intrinsic discount
18.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Xiaomi
AN
AnalystLowTarget
Consensus Narrative from 32 Analysts
Rising Geopolitical And Regulatory Hurdles Will Squeeze Margins
Key Takeaways Rising regulatory barriers, supply chain instability, and data privacy concerns pose significant risks to international expansion and market diversification efforts. Margin pressures from product commoditization, rapid industry changes, and overexpansion threaten profitability and long-term financial sustainability.
View narrative
HK$42.03
FV
38.9% overvalued
intrinsic discount
15.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative
AAC Technologies Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
High-Performance Optics, Audio And AI Will Unlock New Frontiers
Key Takeaways Focus on high-performance camera lenses, automotive acoustics, and AI-enhanced smartphone products aims to boost revenues and profit margins significantly. Investments in vertical integration and new markets like humanoid robots and AI glasses promise diversified revenue streams and enhanced profitability.
View narrative
HK$54.68
FV
28.0% undervalued
intrinsic discount
12.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Sunny Optical Technology (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Adoption Of AI Features In Smartphones Will Boost Demand For Advanced Optical Components
Key Takeaways Strategic expansion in XR and automotive optics, bolstered by significant new orders, is set to drive revenue and earnings growth. High R&D investments and AI integration in handset optics enhance product mix, margins, and market share.
View narrative
HK$96.69
FV
22.4% undervalued
intrinsic discount
12.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies