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Xiaomi Corporation (1810.HK)
09-07-2019, 09:51 AM.
Post: #111
RE: Xiaomi Corporation (1810.HK)
Since the last post by Cyclone, Xiaomi's price has halved to HKD$9.7.
It is getting more and more interesting to me.
A rare company with deliberately designed low hardware margin business model (less than 1%) and yet still in profit.

Their Smart TV is quite a tremendous feat and now growing fast.
With price of less than S$1K for 65" LED is a sample of their business model.
The quality is to me, not much different to the high-medium end LED.

They have ventured into Aircon as well.
Can't wait to try out if there is opportunity.

The $1T question is:
Can they monetize on their AIOT platform?
I fail to imagine how as of now.
I reckon and hope Lei Jun's imagination is far better than mine.

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09-07-2019, 01:40 PM.
Post: #112
RE: Xiaomi Corporation (1810.HK)
4.38bn IPO shs will be unlocked today so you can take your time to find out more Smile
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Think Asset-Business-Structure (ABS)

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09-07-2019, 03:09 PM.
Post: #113
RE: Xiaomi Corporation (1810.HK)
That is also the reason why I am lurking at the side now.
Watching and trying to collect the crumbs while doing my part on understanding the business model.

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09-07-2019, 08:02 PM. (This post was last modified: 09-07-2019, 08:05 PM by dreamybear.)
Post: #114
RE: Xiaomi Corporation (1810.HK)
Even though Xiaomi makes mostly consumer products, will there be a possibility that Xiaomi may be targeted by the US, like ZTE, Huawei ? Maybe as part of negotiation for a greater purpose ?

I am also sitting on the side even though personally I quite like some of their products.
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09-07-2019, 08:16 PM. (This post was last modified: 09-07-2019, 08:18 PM by ksir.)
Post: #115
Xiaomi Corporation (1810.HK)
(09-07-2019, 08:02 PM)dreamybear Wrote: Even though Xiaomi makes mostly consumer products, will there be a possibility that Xiaomi may be targeted by the US, like ZTE, Huawei ? Maybe as part of negotiation for a greater purpose ?

I am also sitting on the side even though personally I quite like some of their products.


I’d say even they‘re really targetted, so what.
This bully may last for how long? Another 5years?
If there‘re good values in the products (which I reckon they are), Times will be on their side!

If you try to beat the waves (customer benefit), the waves win most of the times.



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My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".

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