Xiaomi Inc. – Honest Pricing Contributes to Declining Margins. We Remain on the Sidelines.
Follow Antya Investments “Amazing Products, honest pricing” is a great tag line for selling to wary consumers and creating an emotional attachment to Xiaomi Corp’s (1810 HK) brand. However, investors need to consider the opportunity cost of capital and from that perspective, the Company’s current EBITDA margin trajectory and its current equity value do not […]
Xiaomi Inc. — Honest Pricing Contributes to Declining Margins. We Remain on the Sidelines.
Follow Antya Investments “Amazing Products, honest pricing” is a great tag line for selling to wary consumers and creating an emotional attachment to Xiaomi Corp’s (1810 HK) brand. However, investors need to consider the opportunity cost of capital and from that perspective, the Company’s current EBITDA margin trajectory and its current equity value do not […]