Diskusjon Triggere Porteføljer Aksjonærlister

Elliptic Labs 2

Tak for din tid til et uddybede svar - jeg er enig .

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Denne aksjen er helt død pga Elabs kan kun vise til 80% vekst, ingen andre selskap på Oslo børs ligger så lavt i vekst. :upside_down_face:

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Litt mer Q1 25 tall for laptops

https://itavisen.no/2025/04/22/macbooks-knuser-alle/

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I think the trade war is negative for Apple in China as consumers will start to prefer chinese brands. This could give additional boost to android phones there.

Additionally, altough not mentioned as target of these letters, Korean Samsung could be facing some troubles in exporting mobile phones (?)

China bans export of Korean goods containing its rare earth metals to US

This is a follow-up measure to Beijing’s export restrictions on six heavy rare earth metals and magnets in early April

https://www.kedglobal.com/economy/newsView/ked202504220010

Combining these with the fact that Chinese mobile phones and PC’s are currently excluded from higher US tariffs, there could be also some benefits for Elabs phone customers? In taking market shares

ALtough overall tariffs will be negative for the sectors, this is an interesting insight with possible positive nuances for Elabs.

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Lener dessverre mot at Q1-tall har lite / ingenting å si, inntjening kan nesten være hur god som helst, men alle har fått med seg at Q1 blir en slags “falsk positivt” av alt toll-maset og usikkerheten dette drar med seg fremover. Ved tallslipp forundrer det meg ikke at kursen går opp 15% det første kvarteret og avslutter dagen i minus -5% terrenget.

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Er det «falskt positiv» hver gang Elabs legger frem tall? :joy: Den går jo alltid ned etter å ha steget litt.

Omvendt går det altid op, når det har været nede :sweat_smile:

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Altough PC’s, phones are exempt from the 145% China-US tariffs for now, there are already signs of efficient re-routing from china. Very likely to bypass some tariffs for other goods that have higher 145% tariffs in place.

I would expect major China PC / phone manufacturers would implement this same kind of re-routing in case higher tariffs come into force. So this will not be the end of the world, at least for now.

So this can be seen kind of “positive” amids the large negative tariff overall situation.

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HPD er spesifisert for P14 og P16 under kamera. Ikke spesifisert på de andre fire modellene.

Blir spennende å se på Q1 hvor mange laptoper de da skriver at de er i :slight_smile:

Lenovo har ikke vært så konsekvent på hva de fører opp som specs. Så det har ikke alltid stått oppført at laptopmodeller har HPD, selv om de har det. F.eks så er det 6 modeller fra kv.4-rapporten som enda ikke er funnet blant lanserte modeller.

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Honor forsat smartphone udrulning .

Men markedet tror stadig de har kopieret tap løsningen til laptop ???

Huawei faced intense domestic competition in the opening quarter of 2025 from smartphone rival Xiaomi, which moved to the top spot in China’s market, data from IDC showed.

Despite Huawei’s shipments increasing 10 per cent to 12.9 million units and share rising by 1 percentage point to 18 per cent, it fell to second place.

Xiaomi regained first place after nearly a decade, IDC stated, with its shipments growing 39.9 per cent to 13.3 million units. Its market share increased by nearly 5 percentage points to 18.6 per cent.

Oppo and Vivo recorded 3.3 per cent and 2 per cent growth, respectively, and their shares were stable at 15.7 per cent and 14.4 per cent.

Apple’s sales fell 9 per cent to 9.8 million, as its premium pricing prevented it from capitalising on the subsidies, said Will Wong, senior research manager at IDC Asia Pacific. Its share dropped to 13.7 per cent from 15.6 per cent.

Overall market shipments in Q1 increased 3.3 per cent year-on-year to 71.6 million units, aided by government subsidies introduced in January, driving a sixth consecutive quarter of growth.

Rising US-China trade tension and tariff hikes, however, are expected to raise new challenges, such as higher costs and tighter consumer budgets, the research outfit noted.

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Here is the link to the IDC press release:

https://my.idc.com/getdoc.jsp?containerId=prUS53329125&_gl=1vn6gzk_gaMTgzOTg5MDAyMS4xNzQzNDM4MzM4_ga_541ENG1F9X*MTc0NTU3Nzc5NS41LjEuMTc0NTU3NzgwMC41NS4wLjA.

Nice development for Xiaomi

Hot season is here

La oss håpe på en real vårblomstring.
Hele 8900 aksjer byttet hender i dag :sleeping: vekk meg når det skjer noe

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Tror det ble rekord i dag ja. Da er folket endelig lei av å selge til denne prisen :thinking:

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